FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
IUASX
Price
$44.12
Change
+$0.20 (+0.46%)
Updated
Jul 3 closing price
Net Assets
460.98M
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FBONX vs IUASX

Header iconFBONX vs IUASX Comparison
Open Charts FBONX vs IUASXBanner 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 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).
FBONXIUASXFBONX / IUASX
Total Expense Ratio0.300.8934%
Annual Report Gross Expense Ratio0.300.9930%
Fund Existence5 years24 years-
Gain YTD8.2086.083135%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B461M54,664%
Annual Yield % from dividends2.103.0269%
Returns for 1 year8.164.61177%
Returns for 3 years37.332.091,789%
Returns for 5 yearsN/A22.02-
Returns for 10 yearsN/A12.98-
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