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ACERX vs FBONX
ACERX vs FBONX Comparison
Open Charts ACERX vs FBONX
Invesco Equity and Income C
Price$10.10
Change-$0.14 (-1.37%)
VolumeN/A
Net Assets12.14B
American Funds American Balanced 529-F-3
Price$34.89
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
ACERX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. ACERX (12.1B). FBONX pays higher dividends than ACERX: FBONX (2.26) vs ACERX (1.25). ACERX was incepted earlier than FBONX: ACERX (32 years) vs FBONX (5 years). ACERX (1.52) is less costly to investors than FBONX (0.30). ACERX is a more actively managed with annual turnover of: 139.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ACERX: FBONX (250) vs ACERX (1000). FBONX annual gain was more profitable for investors over the last year : 4.62 vs. ACERX (-0.42).
| ACERX | FBONX | ACERX / FBONX | |
| Total Expense Ratio | 1.51 | 0.30 | 503% |
| Annual Report Gross Expense Ratio | 1.52 | 0.30 | 507% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 1.066 | 2.021 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 240B | 5% |
| Annual Yield % from dividends | 1.25 | 2.26 | 55% |
| Returns for 1 year | -0.42 | 4.62 | -9% |
| Returns for 3 years | 5.00 | 25.89 | 19% |
| Returns for 5 years | 22.33 | N/A | - |
| Returns for 10 years | 8.01 | N/A | - |
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