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FBONX vs IVIPX
FBONX vs IVIPX Comparison
Open Charts FBONX vs IVIPX
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 S2
Price$42.37
Change+$0.30 (+0.71%)
VolumeN/A
Net Assets451.8M
FBONX vs IVIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. IVIPX (452M). IVIPX pays higher dividends than FBONX: IVIPX (3.09) vs FBONX (2.18). FBONX was incepted earlier than IVIPX: FBONX (5 years) vs IVIPX (16 years). IVIPX (1.14) is less costly to investors than FBONX (0.30). IVIPX is a more actively managed with annual turnover of: 125.00 vs. FBONX (44.00). IVIPX has a lower initial minimum investment than FBONX: IVIPX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 7.71 vs. IVIPX (2.36).
| FBONX | IVIPX | FBONX / IVIPX | |
| Total Expense Ratio | 0.30 | 1.02 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.14 | 26% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 6.887 | 3.544 | 194% |
| 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 | 3.09 | 71% |
| Returns for 1 year | 7.71 | 2.36 | 327% |
| Returns for 3 years | 34.91 | -1.97 | -1,772% |
| Returns for 5 years | N/A | 20.27 | - |
| Returns for 10 years | N/A | 7.84 | - |
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