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FBONX vs IUASX
FBONX vs IUASX Comparison
Open Charts FBONX vs IUASX
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 S
Price$44.12
Change+$0.20 (+0.46%)
VolumeN/A
Net Assets460.98M
FBONX vs IUASX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. IUASX (461M). IUASX pays higher dividends than FBONX: IUASX (3.02) vs FBONX (2.10). FBONX was incepted earlier than IUASX: FBONX (5 years) vs IUASX (24 years). IUASX (0.99) is less costly to investors than FBONX (0.30). IUASX is a more actively managed with annual turnover of: 125.00 vs. FBONX (44.00). IUASX has a lower initial minimum investment than FBONX: IUASX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. IUASX (4.61).
| FBONX | IUASX | FBONX / IUASX | |
| Total Expense Ratio | 0.30 | 0.89 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.99 | 30% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 8.208 | 6.083 | 135% |
| 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 | 3.02 | 69% |
| Returns for 1 year | 8.16 | 4.61 | 177% |
| Returns for 3 years | 37.33 | 2.09 | 1,789% |
| Returns for 5 years | N/A | 22.02 | - |
| Returns for 10 years | N/A | 12.98 | - |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| AVDV | 80.19 | 0.85 | +1.07% |
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| NURE | 30.19 | 0.14 | +0.48% |
| Nuveen Short-Term REIT ETF | |||
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| American Century Multisector Income ETF | |||
| CGIB | 25.18 | -0.01 | -0.04% |
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| LDP | 21.21 | -0.03 | -0.14% |
| Cohen & Steers Limited | |||