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ACETX vs FBONX
ACETX vs FBONX Comparison
Open Charts ACETX vs FBONX
Invesco Equity and Income Y
Price$11.48
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets12.78B
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
ACETX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ACETX (12.8B). ACETX (2.02) and FBONX (1.93) have matching dividends . ACETX was incepted earlier than FBONX: ACETX (21 years) vs FBONX (5 years). ACETX (0.53) is less costly to investors than FBONX (0.30). ACETX is a more actively managed with annual turnover of: 139.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ACETX: FBONX (250) vs ACETX (1000). FBONX annual gain was more profitable for investors over the last year : 9.61 vs. ACETX (0.14). FBONX return over 5 years is better than : 43.00 vs. ACETX (14.52).
| ACETX | FBONX | ACETX / FBONX | |
| Total Expense Ratio | 0.52 | 0.30 | 173% |
| Annual Report Gross Expense Ratio | 0.53 | 0.30 | 177% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 11.117 | 16.889 | 66% |
| 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 | 2.02 | 1.93 | 104% |
| Returns for 1 year | 0.14 | 9.61 | 1% |
| Returns for 3 years | 13.98 | 42.16 | 33% |
| Returns for 5 years | 14.52 | 43.00 | 34% |
| Returns for 10 years | 33.39 | N/A | - |
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