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FBONX vs IUAIX
FBONX vs IUAIX Comparison
Open Charts FBONX vs IUAIX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
VY® Invesco Equity and Income I
Price$43.17
Change-$0.33 (-0.76%)
VolumeN/A
Net Assets449.69M
FBONX vs IUAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. IUAIX (450M). IUAIX pays higher dividends than FBONX: IUAIX (3.22) vs FBONX (2.18). 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 : 5.58 vs. IUAIX (2.02).
| 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 | 4.568 | 2.517 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 450M | 54,222% |
| Annual Yield % from dividends | 2.18 | 3.22 | 68% |
| Returns for 1 year | 5.58 | 2.02 | 276% |
| Returns for 3 years | 34.82 | 0.27 | 13,017% |
| Returns for 5 years | N/A | 19.50 | - |
| Returns for 10 years | N/A | 10.87 | - |
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