Interact to see
Advertisement
Advertisement
FBONX vs IUASX
FBONX vs IUASX Comparison
Open Charts FBONX vs IUASX
American Funds American Balanced 529-F-3
Price$35.69
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
VY® Invesco Equity and Income S
Price$42.17
Change+$0.29 (+0.69%)
VolumeN/A
Net Assets443.05M
FBONX vs IUASX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. IUASX (443M). 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 : 8.10 vs. IUASX (-0.08).
| 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 | 4.361 | 0.697 | 625% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 443M | 54,628% |
| Annual Yield % from dividends | 2.18 | 3.14 | 69% |
| Returns for 1 year | 8.10 | -0.08 | -10,455% |
| Returns for 3 years | 24.91 | -9.16 | -272% |
| Returns for 5 years | N/A | 12.11 | - |
| Returns for 10 years | N/A | 6.09 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement