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ACEKX vs FBONX
ACEKX vs FBONX Comparison
Open Charts ACEKX vs FBONX
Invesco Equity and Income R5
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
ACEKX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. ACEKX (12.6B). ACEKX (2.15) and FBONX (2.10) have matching dividends . ACEKX was incepted earlier than FBONX: ACEKX (15 years) vs FBONX (5 years). ACEKX (0.49) is less costly to investors than FBONX (0.30). ACEKX is a more actively managed with annual turnover of: 139.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ACEKX: FBONX (250) vs ACEKX (1000000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. ACEKX (6.36).
| ACEKX | FBONX | ACEKX / FBONX | |
| Total Expense Ratio | 0.48 | 0.30 | 160% |
| Annual Report Gross Expense Ratio | 0.49 | 0.30 | 163% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 6.414 | 8.208 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 252B | 5% |
| Annual Yield % from dividends | 2.15 | 2.10 | 103% |
| Returns for 1 year | 6.36 | 8.16 | 78% |
| Returns for 3 years | 17.75 | 37.33 | 48% |
| Returns for 5 years | 30.18 | N/A | - |
| Returns for 10 years | 26.33 | N/A | - |