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ACERX vs FBONX
ACERX vs FBONX Comparison
Open Charts ACERX vs FBONX
Invesco Equity and Income C
Price$10.69
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets12.53B
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets251.2B
ACERX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 251B vs. ACERX (12.5B). FBONX pays higher dividends than ACERX: FBONX (2.10) vs ACERX (1.16). 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 : 8.16 vs. ACERX (4.67).
| 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 | 5.304 | 8.208 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 251B | 5% |
| Annual Yield % from dividends | 1.16 | 2.10 | 55% |
| Returns for 1 year | 4.67 | 8.16 | 57% |
| Returns for 3 years | 13.17 | 37.33 | 35% |
| Returns for 5 years | 22.61 | N/A | - |
| Returns for 10 years | 14.34 | N/A | - |
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