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ACETX vs FBONX
ACETX vs FBONX Comparison
Open Charts ACETX vs FBONX
Invesco Equity and Income Y
Price$10.64
Change-$0.08 (-0.75%)
VolumeN/A
Net Assets12.21B
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ACETX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. ACETX (12.2B). ACETX (2.20) and FBONX (2.18) have matching dividends . ACETX was incepted earlier than FBONX: ACETX (20 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 : 5.58 vs. ACETX (3.33).
| ACETX | FBONX | ACETX / FBONX | |
| Total Expense Ratio | 0.52 | 0.30 | 173% |
| Annual Report Gross Expense Ratio | 0.53 | 0.30 | 177% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 2.657 | 4.568 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 244B | 5% |
| Annual Yield % from dividends | 2.20 | 2.18 | 101% |
| Returns for 1 year | 3.33 | 5.58 | 60% |
| Returns for 3 years | 14.27 | 34.82 | 41% |
| Returns for 5 years | 24.61 | N/A | - |
| Returns for 10 years | 19.37 | N/A | - |
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