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FBONX vs IVIPX
FBONX vs IVIPX Comparison
Open Charts FBONX vs IVIPX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
VY® Invesco Equity and Income S2
Price$40.00
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets435.81M
FBONX vs IVIPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. IVIPX (436M). IVIPX pays higher dividends than FBONX: IVIPX (3.19) vs FBONX (2.26). FBONX was incepted earlier than IVIPX: FBONX (5 years) vs IVIPX (16 years). IVIPX (1.12) 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 : 5.03 vs. IVIPX (-3.19).
| FBONX | IVIPX | FBONX / IVIPX | |
| Total Expense Ratio | 0.30 | 1.02 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.12 | 27% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 0.530 | -2.018 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 436M | 53,670% |
| Annual Yield % from dividends | 2.26 | 3.19 | 71% |
| Returns for 1 year | 5.03 | -3.19 | -158% |
| Returns for 3 years | 24.22 | -9.78 | -248% |
| Returns for 5 years | N/A | 16.43 | - |
| Returns for 10 years | N/A | 1.37 | - |
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