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ACEKX vs FBONX
ACEKX vs FBONX Comparison
Open Charts ACEKX vs FBONX
Invesco Equity and Income R5
Price$11.29
Change-$0.11 (-0.96%)
VolumeN/A
Net Assets12.62B
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
ACEKX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ACEKX (12.6B). ACEKX pays higher dividends than FBONX: ACEKX (2.09) vs FBONX (1.97). 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 : 10.27 vs. ACEKX (1.48). FBONX return over 5 years is better than : 45.24 vs. ACEKX (19.65).
| 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 | 11.147 | 16.506 | 68% |
| 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 | 269B | 5% |
| Annual Yield % from dividends | 2.09 | 1.97 | 106% |
| Returns for 1 year | 1.48 | 10.27 | 14% |
| Returns for 3 years | 15.85 | 45.55 | 35% |
| Returns for 5 years | 19.65 | 45.24 | 43% |
| Returns for 10 years | 36.35 | N/A | - |
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