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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$40.25
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
Nomura Balanced Fund
Price$26.11
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets2.01B
FBONX vs IYBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. IYBFX (2.01B). FBONX pays higher dividends than IYBFX: FBONX (1.93) 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 annual gain was more profitable for investors over the last year : 10.92 vs. IYBFX (8.68). FBONX return over 5 years is better than : 44.69 vs. IYBFX (6.45).
| 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 | 18.538 | 12.254 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.01B | 13,376% |
| Annual Yield % from dividends | 1.93 | 0.75 | 257% |
| Returns for 1 year | 10.92 | 8.68 | 126% |
| Returns for 3 years | 45.83 | 16.33 | 281% |
| Returns for 5 years | 44.69 | 6.45 | 693% |
| Returns for 10 years | N/A | 20.67 | - |
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