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ACERX vs FBONX
ACERX vs FBONX Comparison
Open Charts ACERX vs FBONX
Invesco Equity and Income C
Price$11.19
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets12.78B
American Funds American Balanced 529-F-3
Price$39.80
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
ACERX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ACERX (12.8B). FBONX pays higher dividends than ACERX: FBONX (1.93) vs ACERX (1.11). ACERX was incepted earlier than FBONX: ACERX (32 years) vs FBONX (5 years). ACERX (1.52) is less costly to investors than FBONX (0.30). ACERX is a more actively managed with annual turnover of: 139.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ACERX: FBONX (250) vs ACERX (1000). FBONX annual gain was more profitable for investors over the last year : 9.42 vs. ACERX (-0.11). FBONX return over 5 years is better than : 42.52 vs. ACERX (8.16).
| ACERX | FBONX | ACERX / FBONX | |
| Total Expense Ratio | 1.51 | 0.30 | 503% |
| Annual Report Gross Expense Ratio | 1.52 | 0.30 | 507% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 11.027 | 17.213 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 269B | 5% |
| Annual Yield % from dividends | 1.11 | 1.93 | 57% |
| Returns for 1 year | -0.11 | 9.42 | -1% |
| Returns for 3 years | 12.79 | 44.39 | 29% |
| Returns for 5 years | 8.16 | 42.52 | 19% |
| Returns for 10 years | 23.37 | N/A | - |
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