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ACEIX vs FBONX
ACEIX vs FBONX Comparison
Open Charts ACEIX vs FBONX
Invesco Equity and Income A
Price$10.97
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets12.58B
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
ACEIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. ACEIX (12.6B). FBONX pays higher dividends than ACEIX: FBONX (2.10) vs ACEIX (1.88). ACEIX was incepted earlier than FBONX: ACEIX (65 years) vs FBONX (5 years). ACEIX (0.78) is less costly to investors than FBONX (0.30). ACEIX is a more actively managed with annual turnover of: 139.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ACEIX: FBONX (250) vs ACEIX (1000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. ACEIX (6.06).
| ACEIX | FBONX | ACEIX / FBONX | |
| Total Expense Ratio | 0.77 | 0.30 | 257% |
| Annual Report Gross Expense Ratio | 0.78 | 0.30 | 260% |
| Fund Existence | 65 years | 5 years | - |
| Gain YTD | 6.258 | 8.208 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 252B | 5% |
| Annual Yield % from dividends | 1.88 | 2.10 | 90% |
| Returns for 1 year | 6.06 | 8.16 | 74% |
| Returns for 3 years | 16.71 | 37.33 | 45% |
| Returns for 5 years | 28.39 | N/A | - |
| Returns for 10 years | 23.32 | N/A | - |
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