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FBONX vs HEIFX
FBONX vs HEIFX Comparison
Open Charts FBONX vs HEIFX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Hennessy Equity and Income Investor
Price$15.45
Change-$0.10 (-0.64%)
VolumeN/A
CapitalizationN/A
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FBONX vs HEIFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. HEIFX (60.9M). FBONX pays higher dividends than HEIFX: FBONX (2.50) vs HEIFX (0.57). FBONX was incepted earlier than HEIFX: FBONX (4 years) vs HEIFX (23 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. HEIFX (11.00). FBONX has a lower initial minimum investment than HEIFX: FBONX (250) vs HEIFX (2500). FBONX annual gain was more profitable for investors over the last year : 21.32 vs. HEIFX (4.44).
| FBONX | HEIFX | FBONX / HEIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 12.986 | 9.605 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 60.9M | 387,521% |
| Annual Yield % from dividends | 2.50 | 0.57 | 440% |
| Returns for 1 year | 21.32 | 4.44 | 480% |
| Returns for 3 years | 14.84 | -8.11 | -183% |
| Returns for 5 years | N/A | 2.34 | - |
| Returns for 10 years | N/A | -1.71 | - |
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