Interact to see
Advertisement
Advertisement
FBONX vs IEIFX
FBONX vs IEIFX Comparison
Open Charts FBONX vs IEIFX
American Funds American Balanced 529-F-3
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Invesco Equity and Income R6
Price$10.79
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets12.33B
FBONX vs IEIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. IEIFX (12.3B). IEIFX pays higher dividends than FBONX: IEIFX (2.30) vs FBONX (2.18). FBONX was incepted earlier than IEIFX: FBONX (5 years) vs IEIFX (13 years). IEIFX (0.42) is less costly to investors than FBONX (0.30). IEIFX is a more actively managed with annual turnover of: 139.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than IEIFX: FBONX (250) vs IEIFX (1000000). FBONX annual gain was more profitable for investors over the last year : 7.71 vs. IEIFX (5.08).
| FBONX | IEIFX | FBONX / IEIFX | |
| Total Expense Ratio | 0.30 | 0.41 | 73% |
| Annual Report Gross Expense Ratio | 0.30 | 0.42 | 71% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 6.887 | 4.610 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 12.3B | 2,016% |
| Annual Yield % from dividends | 2.18 | 2.30 | 95% |
| Returns for 1 year | 7.71 | 5.08 | 152% |
| Returns for 3 years | 34.91 | 15.15 | 230% |
| Returns for 5 years | N/A | 31.17 | - |
| Returns for 10 years | N/A | 25.09 | - |