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ACETX vs FBONX
ACETX vs FBONX Comparison
Open Charts ACETX vs FBONX
Invesco Equity and Income Y
Price$11.29
Change-$0.11 (-0.96%)
VolumeN/A
Net Assets12.75B
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
ACETX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ACETX (12.7B). ACETX (2.05) and FBONX (1.97) 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 : 10.27 vs. ACETX (1.44). FBONX return over 5 years is better than : 45.24 vs. ACETX (19.40).
| 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 | 16.506 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 269B | 5% |
| Annual Yield % from dividends | 2.05 | 1.97 | 104% |
| Returns for 1 year | 1.44 | 10.27 | 14% |
| Returns for 3 years | 15.71 | 45.55 | 34% |
| Returns for 5 years | 19.40 | 45.24 | 43% |
| Returns for 10 years | 35.78 | N/A | - |
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