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FBONX vs IEIFX
FBONX vs IEIFX Comparison
Open Charts FBONX vs IEIFX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Invesco Equity and Income R6
Price$10.64
Change-$0.08 (-0.75%)
VolumeN/A
Net Assets12.21B
FBONX vs IEIFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. IEIFX (12.2B). IEIFX pays higher dividends than FBONX: IEIFX (2.30) vs FBONX (2.18). FBONX was incepted earlier than IEIFX: FBONX (5 years) vs IEIFX (13 years). IEIFX (0.42) is less costly to investors than FBONX (0.30). IEIFX is a more actively managed with annual turnover of: 139.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than IEIFX: FBONX (250) vs IEIFX (1000000). FBONX annual gain was more profitable for investors over the last year : 5.58 vs. IEIFX (3.44).
| FBONX | IEIFX | FBONX / IEIFX | |
| Total Expense Ratio | 0.30 | 0.41 | 73% |
| Annual Report Gross Expense Ratio | 0.30 | 0.42 | 71% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 4.568 | 2.785 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 12.2B | 2,000% |
| Annual Yield % from dividends | 2.18 | 2.30 | 95% |
| Returns for 1 year | 5.58 | 3.44 | 162% |
| Returns for 3 years | 34.82 | 14.67 | 237% |
| Returns for 5 years | N/A | 25.38 | - |
| Returns for 10 years | N/A | 20.64 | - |
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