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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Macquarie Balanced Fund
Price$24.84
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets1.6B
FBONX vs IYBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. IYBFX (1.6B). FBONX pays higher dividends than IYBFX: FBONX (2.10) vs IYBFX (0.86). FBONX was incepted earlier than IYBFX: FBONX (5 years) vs IYBFX (13 years). IYBFX (1.33) is less costly to investors than FBONX (0.30). IYBFX is a more actively managed with annual turnover of: 73.00 vs. FBONX (44.00). IYBFX has a lower initial minimum investment than FBONX: IYBFX (0) vs FBONX (250). IYBFX annual gain was more profitable for investors over the last year : 11.80 vs. FBONX (8.16).
| FBONX | IYBFX | FBONX / IYBFX | |
| Total Expense Ratio | 0.30 | 1.31 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.33 | 23% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 8.208 | 6.619 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.6B | 15,730% |
| Annual Yield % from dividends | 2.10 | 0.86 | 243% |
| Returns for 1 year | 8.16 | 11.80 | 69% |
| Returns for 3 years | 37.33 | 13.98 | 267% |
| Returns for 5 years | N/A | 9.68 | - |
| Returns for 10 years | N/A | 4.73 | - |