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FBONX vs IVIPX
FBONX vs IVIPX Comparison
Open Charts FBONX vs IVIPX
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 S2
Price$43.06
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets460.98M
FBONX vs IVIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. IVIPX (461M). IVIPX pays higher dividends than FBONX: IVIPX (2.97) vs FBONX (2.10). FBONX was incepted earlier than IVIPX: FBONX (5 years) vs IVIPX (16 years). IVIPX (1.14) is less costly to investors than FBONX (0.30). IVIPX is a more actively managed with annual turnover of: 125.00 vs. FBONX (44.00). IVIPX has a lower initial minimum investment than FBONX: IVIPX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. IVIPX (4.25).
| FBONX | IVIPX | FBONX / IVIPX | |
| Total Expense Ratio | 0.30 | 1.02 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.14 | 26% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 8.208 | 5.981 | 137% |
| 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 | 2.97 | 71% |
| Returns for 1 year | 8.16 | 4.25 | 192% |
| Returns for 3 years | 37.33 | 1.06 | 3,506% |
| Returns for 5 years | N/A | 20.37 | - |
| Returns for 10 years | N/A | 10.30 | - |