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FBONX vs HEIFX
FBONX vs HEIFX Comparison
Open Charts FBONX vs HEIFX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Hennessy Equity and Income Investor
Price$14.33
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets50.09M
FBONX vs HEIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. HEIFX (50.1M). FBONX pays higher dividends than HEIFX: FBONX (2.10) vs HEIFX (0.51). FBONX was incepted earlier than HEIFX: FBONX (5 years) vs HEIFX (24 years). HEIFX (1.55) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). FBONX has a lower initial minimum investment than HEIFX: FBONX (250) vs HEIFX (2500). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. HEIFX (-1.63).
| FBONX | HEIFX | FBONX / HEIFX | |
| Total Expense Ratio | 0.30 | 1.55 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.55 | 19% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 8.208 | 3.503 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 50.1M | 502,994% |
| Annual Yield % from dividends | 2.10 | 0.51 | 409% |
| Returns for 1 year | 8.16 | -1.63 | -500% |
| Returns for 3 years | 37.33 | 2.62 | 1,425% |
| Returns for 5 years | N/A | 1.18 | - |
| Returns for 10 years | N/A | -7.22 | - |
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