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FBONX vs IBNYX
FBONX vs IBNYX Comparison
Open Charts FBONX vs IBNYX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Macquarie Balanced Fund
Price$24.10
Change-$0.25 (-1.03%)
VolumeN/A
Net Assets1.55B
FBONX vs IBNYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. IBNYX (1.55B). FBONX pays higher dividends than IBNYX: FBONX (2.18) vs IBNYX (0.96). FBONX was incepted earlier than IBNYX: FBONX (5 years) vs IBNYX (22 years). IBNYX (1.08) is less costly to investors than FBONX (0.30). IBNYX is a more actively managed with annual turnover of: 73.00 vs. FBONX (44.00). IBNYX has a lower initial minimum investment than FBONX: IBNYX (0) vs FBONX (250). IBNYX annual gain was more profitable for investors over the last year : 8.28 vs. FBONX (5.58).
| FBONX | IBNYX | FBONX / IBNYX | |
| Total Expense Ratio | 0.30 | 1.06 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.08 | 28% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 4.568 | 2.596 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.55B | 15,712% |
| Annual Yield % from dividends | 2.18 | 0.96 | 227% |
| Returns for 1 year | 5.58 | 8.28 | 67% |
| Returns for 3 years | 34.82 | 12.82 | 272% |
| Returns for 5 years | N/A | 8.69 | - |
| Returns for 10 years | N/A | 1.83 | - |