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FBONX vs IUASX
FBONX vs IUASX Comparison
Open Charts FBONX vs IUASX
American Funds American Balanced 529-F-3
Price$36.90
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
VY® Invesco Equity and Income S
Price$44.04
Change+$0.22 (+0.50%)
VolumeN/A
Net Assets455.81M
FBONX vs IUASX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. IUASX (456M). IUASX pays higher dividends than FBONX: IUASX (3.02) vs FBONX (2.10). 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 : 7.36 vs. IUASX (1.03).
| 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 | 8.296 | 5.362 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 456M | 55,263% |
| Annual Yield % from dividends | 2.10 | 3.02 | 69% |
| Returns for 1 year | 7.36 | 1.03 | 714% |
| Returns for 3 years | 38.36 | 1.94 | 1,973% |
| Returns for 5 years | N/A | 17.93 | - |
| Returns for 10 years | N/A | 10.52 | - |
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