Interact to see
Advertisement
Advertisement
FBONX vs IUAIX
FBONX vs IUAIX Comparison
Open Charts FBONX vs IUAIX
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 I
Price$44.72
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets460.98M
FBONX vs IUAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. IUAIX (461M). IUAIX pays higher dividends than FBONX: IUAIX (3.09) vs FBONX (2.10). FBONX was incepted earlier than IUAIX: FBONX (5 years) vs IUAIX (24 years). IUAIX (0.74) is less costly to investors than FBONX (0.30). IUAIX is a more actively managed with annual turnover of: 125.00 vs. FBONX (44.00). IUAIX has a lower initial minimum investment than FBONX: IUAIX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. IUAIX (4.94).
| FBONX | IUAIX | FBONX / IUAIX | |
| Total Expense Ratio | 0.30 | 0.64 | 47% |
| Annual Report Gross Expense Ratio | 0.30 | 0.74 | 41% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 8.208 | 6.198 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 461M | 54,664% |
| Annual Yield % from dividends | 2.10 | 3.09 | 68% |
| Returns for 1 year | 8.16 | 4.94 | 165% |
| Returns for 3 years | 37.33 | 3.16 | 1,183% |
| Returns for 5 years | N/A | 23.95 | - |
| Returns for 10 years | N/A | 16.49 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers