FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
IUAAX
Price
$43.38
Change
+$0.19 (+0.44%)
Updated
Jul 3 closing price
Net Assets
460.98M
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FBONX vs IUAAX

Header iconFBONX vs IUAAX Comparison
Open Charts FBONX vs IUAAXBanner chart's image
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
VY® Invesco Equity and Income A
Price$43.38
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets460.98M
FBONX vs IUAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B 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 : 8.16 vs. IUAAX (4.23).
FBONXIUAAXFBONX / IUAAX
Total Expense Ratio0.301.1426%
Annual Report Gross Expense Ratio0.301.2424%
Fund Existence5 years24 years-
Gain YTD8.2085.934138%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B461M54,664%
Annual Yield % from dividends2.102.7576%
Returns for 1 year8.164.23193%
Returns for 3 years37.330.894,180%
Returns for 5 yearsN/A19.89-
Returns for 10 yearsN/A9.35-
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