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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Macquarie Balanced Fund
Price$25.83
Change-$0.32 (-1.22%)
VolumeN/A
Net Assets2.02B
FBONX vs IYBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. IYBFX (2.02B). FBONX pays higher dividends than IYBFX: FBONX (1.97) vs IYBFX (0.75). FBONX was incepted earlier than IYBFX: FBONX (5 years) vs IYBFX (13 years). IYBFX (1.34) is less costly to investors than FBONX (0.30). IYBFX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). IYBFX has a lower initial minimum investment than FBONX: IYBFX (0) vs FBONX (250). FBONX (9.08) and IYBFX (8.64) have marching annual gain over last year. FBONX return over 5 years is better than : 43.48 vs. IYBFX (2.88).
| FBONX | IYBFX | FBONX / IYBFX | |
| Total Expense Ratio | 0.30 | 1.23 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.34 | 22% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 15.092 | 11.050 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.02B | 13,337% |
| Annual Yield % from dividends | 1.97 | 0.75 | 262% |
| Returns for 1 year | 9.08 | 8.64 | 105% |
| Returns for 3 years | 44.58 | 16.59 | 269% |
| Returns for 5 years | 43.48 | 2.88 | 1,509% |
| Returns for 10 years | N/A | 10.42 | - |
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