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FBONX vs ICMBX
FBONX vs ICMBX Comparison
Open Charts FBONX vs ICMBX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Intrepid Capital Investor
Price$13.37
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets97.82M
FBONX vs ICMBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. ICMBX (97.8M). ICMBX pays higher dividends than FBONX: ICMBX (2.44) vs FBONX (2.10). 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 : 15.62 vs. FBONX (10.59).
| 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 | 9.205 | 7.605 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 97.8M | 259,714% |
| Annual Yield % from dividends | 2.10 | 2.44 | 86% |
| Returns for 1 year | 10.59 | 15.62 | 68% |
| Returns for 3 years | 36.98 | 41.10 | 90% |
| Returns for 5 years | N/A | 64.89 | - |
| Returns for 10 years | N/A | 54.11 | - |
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