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FBONX vs ICMBX
FBONX vs ICMBX Comparison
Open Charts FBONX vs ICMBX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Intrepid Capital Investor
Price$13.74
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets103.46M
FBONX vs ICMBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ICMBX (103M). ICMBX pays higher dividends than FBONX: ICMBX (2.23) vs FBONX (1.97). FBONX was incepted earlier than ICMBX: FBONX (5 years) vs ICMBX (21 years). ICMBX (1.93) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. ICMBX (33.00). FBONX has a lower initial minimum investment than ICMBX: FBONX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 11.48 vs. FBONX (10.27). ICMBX return over 5 years is better than : 56.10 vs. FBONX (45.24).
| FBONX | ICMBX | FBONX / ICMBX | |
| Total Expense Ratio | 0.30 | 1.41 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.93 | 16% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 16.506 | 11.832 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 103M | 261,165% |
| Annual Yield % from dividends | 1.97 | 2.23 | 88% |
| Returns for 1 year | 10.27 | 11.48 | 89% |
| Returns for 3 years | 45.55 | 44.16 | 103% |
| Returns for 5 years | 45.24 | 56.10 | 81% |
| Returns for 10 years | N/A | 66.57 | - |
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