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FBONX vs IYBIX
FBONX vs IYBIX Comparison
Open Charts FBONX vs IYBIX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Macquarie Balanced Fund
Price$25.17
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
FBONX vs IYBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. IYBIX (1.6B). FBONX pays higher dividends than IYBIX: FBONX (2.10) vs IYBIX (1.20). FBONX was incepted earlier than IYBIX: FBONX (5 years) vs IYBIX (18 years). IYBIX (0.83) is less costly to investors than FBONX (0.30). IYBIX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). IYBIX has a lower initial minimum investment than FBONX: IYBIX (0) vs FBONX (250). IYBIX annual gain was more profitable for investors over the last year : 13.68 vs. FBONX (10.59).
| FBONX | IYBIX | FBONX / IYBIX | |
| Total Expense Ratio | 0.30 | 0.81 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.83 | 36% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 9.205 | 7.650 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.6B | 15,865% |
| Annual Yield % from dividends | 2.10 | 1.20 | 175% |
| Returns for 1 year | 10.59 | 13.68 | 77% |
| Returns for 3 years | 36.98 | 14.01 | 264% |
| Returns for 5 years | N/A | 10.18 | - |
| Returns for 10 years | N/A | 10.03 | - |