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FBONX vs IUASX
FBONX vs IUASX Comparison
Open Charts FBONX vs IUASX
American Funds American Balanced 529-F-3
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
VY® Invesco Equity and Income S
Price$43.41
Change+$0.32 (+0.74%)
VolumeN/A
Net Assets451.8M
FBONX vs IUASX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. IUASX (452M). IUASX pays higher dividends than FBONX: IUASX (3.14) vs FBONX (2.18). FBONX was incepted earlier than IUASX: FBONX (5 years) vs IUASX (24 years). IUASX (0.99) is less costly to investors than FBONX (0.30). IUASX is a more actively managed with annual turnover of: 125.00 vs. FBONX (44.00). IUASX has a lower initial minimum investment than FBONX: IUASX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 7.71 vs. IUASX (2.67).
| FBONX | IUASX | FBONX / IUASX | |
| Total Expense Ratio | 0.30 | 0.89 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.99 | 30% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 6.887 | 3.607 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 452M | 54,867% |
| Annual Yield % from dividends | 2.18 | 3.14 | 69% |
| Returns for 1 year | 7.71 | 2.67 | 289% |
| Returns for 3 years | 34.91 | -1.00 | -3,484% |
| Returns for 5 years | N/A | 21.90 | - |
| Returns for 10 years | N/A | 10.43 | - |
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