FBONX
Price
$35.63
Change
-$0.31 (-0.86%)
Updated
Jun 13 closing price
Net Assets
244.39B
IUAIX
Price
$43.17
Change
-$0.33 (-0.76%)
Updated
Jun 13 closing price
Net Assets
449.69M
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FBONX vs IUAIX

Header iconFBONX vs IUAIX Comparison
Open Charts FBONX vs IUAIXBanner chart's image
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).
FBONXIUAIXFBONX / IUAIX
Total Expense Ratio0.300.6447%
Annual Report Gross Expense Ratio0.300.7441%
Fund Existence5 years24 years-
Gain YTD4.5682.517181%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets244B450M54,222%
Annual Yield % from dividends2.183.2268%
Returns for 1 year5.582.02276%
Returns for 3 years34.820.2713,017%
Returns for 5 yearsN/A19.50-
Returns for 10 yearsN/A10.87-
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