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FBONX vs IUAIX
FBONX vs IUAIX Comparison
Open Charts FBONX vs IUAIX
American Funds American Balanced 529-F-3
Price$36.83
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets252.03B
VY® Invesco Equity and Income I
Price$44.55
Change-$0.19 (-0.42%)
VolumeN/A
Net Assets458.09M
FBONX vs IUAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. IUAIX (458M). IUAIX pays higher dividends than FBONX: IUAIX (3.09) vs FBONX (2.10). FBONX was incepted earlier than IUAIX: FBONX (5 years) vs IUAIX (24 years). IUAIX (0.74) is less costly to investors than FBONX (0.30). IUAIX is a more actively managed with annual turnover of: 125.00 vs. FBONX (44.00). IUAIX has a lower initial minimum investment than FBONX: IUAIX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 7.09 vs. IUAIX (3.26).
| FBONX | IUAIX | FBONX / IUAIX | |
| Total Expense Ratio | 0.30 | 0.64 | 47% |
| Annual Report Gross Expense Ratio | 0.30 | 0.74 | 41% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 8.090 | 5.794 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 458M | 55,022% |
| Annual Yield % from dividends | 2.10 | 3.09 | 68% |
| Returns for 1 year | 7.09 | 3.26 | 218% |
| Returns for 3 years | 38.29 | 3.90 | 982% |
| Returns for 5 years | N/A | 23.48 | - |
| Returns for 10 years | N/A | 14.74 | - |
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