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ACEIX vs FBONX
ACEIX vs FBONX Comparison
Open Charts ACEIX vs FBONX
Invesco Equity and Income A
Price$10.03
Change+$0.11 (+1.11%)
VolumeN/A
Net Assets11.53B
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
ACEIX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. ACEIX (11.5B). FBONX pays higher dividends than ACEIX: FBONX (2.26) vs ACEIX (1.96). ACEIX was incepted earlier than FBONX: ACEIX (65 years) vs FBONX (4 years). ACEIX (0.78) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. ACEIX (139.00). 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 : 1.94 vs. ACEIX (-3.54).
| 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 | 4 years | - |
| Gain YTD | -4.351 | -3.710 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 227B | 5% |
| Annual Yield % from dividends | 1.96 | 2.26 | 87% |
| Returns for 1 year | -3.54 | 1.94 | -182% |
| Returns for 3 years | -2.67 | 14.20 | -19% |
| Returns for 5 years | 23.58 | N/A | - |
| Returns for 10 years | 10.18 | N/A | - |
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