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FBONX vs IUAAX
FBONX vs IUAAX Comparison
Open Charts FBONX vs IUAAX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
VY® Invesco Equity and Income A
Price$43.68
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets460.57M
FBONX vs IUAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. IUAAX (461M). IUAAX pays higher dividends than FBONX: IUAAX (2.75) vs FBONX (2.10). FBONX was incepted earlier than IUAAX: FBONX (5 years) vs IUAAX (24 years). IUAAX (1.24) is less costly to investors than FBONX (0.30). IUAAX is a more actively managed with annual turnover of: 125.00 vs. FBONX (44.00). IUAAX has a lower initial minimum investment than FBONX: IUAAX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. IUAAX (3.43).
| FBONX | IUAAX | FBONX / IUAAX | |
| Total Expense Ratio | 0.30 | 1.14 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.24 | 24% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 9.205 | 6.667 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 461M | 55,098% |
| Annual Yield % from dividends | 2.10 | 2.75 | 76% |
| Returns for 1 year | 10.59 | 3.43 | 308% |
| Returns for 3 years | 36.98 | -0.39 | -9,423% |
| Returns for 5 years | N/A | 18.08 | - |
| Returns for 10 years | N/A | 9.71 | - |
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