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ACEIX vs FBONX
ACEIX vs FBONX Comparison
Open Charts ACEIX vs FBONX
Invesco Equity and Income A
Price$10.79
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets12.33B
American Funds American Balanced 529-F-3
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
ACEIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. ACEIX (12.3B). FBONX pays higher dividends than ACEIX: FBONX (2.18) vs ACEIX (1.95). ACEIX was incepted earlier than FBONX: ACEIX (65 years) vs FBONX (5 years). ACEIX (0.78) is less costly to investors than FBONX (0.30). ACEIX is a more actively managed with annual turnover of: 139.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ACEIX: FBONX (250) vs ACEIX (1000). FBONX annual gain was more profitable for investors over the last year : 7.71 vs. ACEIX (4.61).
| ACEIX | FBONX | ACEIX / FBONX | |
| Total Expense Ratio | 0.77 | 0.30 | 257% |
| Annual Report Gross Expense Ratio | 0.78 | 0.30 | 260% |
| Fund Existence | 65 years | 5 years | - |
| Gain YTD | 4.321 | 6.887 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 248B | 5% |
| Annual Yield % from dividends | 1.95 | 2.18 | 89% |
| Returns for 1 year | 4.61 | 7.71 | 60% |
| Returns for 3 years | 13.79 | 34.91 | 39% |
| Returns for 5 years | 28.82 | N/A | - |
| Returns for 10 years | 21.07 | N/A | - |