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FBONX vs IUAAX
FBONX vs IUAAX Comparison
Open Charts FBONX vs IUAAX
American Funds American Balanced 529-F-3
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
VY® Invesco Equity and Income A
Price$41.78
Change+$0.30 (+0.72%)
VolumeN/A
Net Assets446.14M
FBONX vs IUAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. IUAAX (446M). IUAAX pays higher dividends than FBONX: IUAAX (2.86) vs FBONX (2.18). FBONX was incepted earlier than IUAAX: FBONX (5 years) vs IUAAX (24 years). IUAAX (1.24) is less costly to investors than FBONX (0.30). IUAAX is a more actively managed with annual turnover of: 125.00 vs. FBONX (44.00). IUAAX has a lower initial minimum investment than FBONX: IUAAX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 7.44 vs. IUAAX (0.27).
| FBONX | IUAAX | FBONX / IUAAX | |
| Total Expense Ratio | 0.30 | 1.14 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.24 | 24% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.828 | 1.294 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 446M | 54,484% |
| Annual Yield % from dividends | 2.18 | 2.86 | 76% |
| Returns for 1 year | 7.44 | 0.27 | 2,717% |
| Returns for 3 years | 24.57 | -10.28 | -239% |
| Returns for 5 years | N/A | 8.23 | - |
| Returns for 10 years | N/A | 3.83 | - |
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