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FBONX vs IEIFX
FBONX vs IEIFX Comparison
Open Charts FBONX vs IEIFX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Invesco Equity and Income R6
Price$11.29
Change-$0.11 (-0.96%)
VolumeN/A
Net Assets12.62B
FBONX vs IEIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. IEIFX (12.6B). IEIFX pays higher dividends than FBONX: IEIFX (2.15) vs FBONX (1.97). 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 : 10.27 vs. IEIFX (1.55). FBONX return over 5 years is better than : 45.24 vs. IEIFX (20.04).
| 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 | 16.506 | 11.311 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 12.6B | 2,135% |
| Annual Yield % from dividends | 1.97 | 2.15 | 92% |
| Returns for 1 year | 10.27 | 1.55 | 663% |
| Returns for 3 years | 45.55 | 16.09 | 283% |
| Returns for 5 years | 45.24 | 20.04 | 226% |
| Returns for 10 years | N/A | 37.26 | - |
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