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FBONX vs IVIPX
FBONX vs IVIPX Comparison
Open Charts FBONX vs IVIPX
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
VY® Invesco Equity and Income S2
Price$38.33
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets423.34M
FBONX vs IVIPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. IVIPX (423M). IVIPX pays higher dividends than FBONX: IVIPX (3.10) vs FBONX (2.26). FBONX was incepted earlier than IVIPX: FBONX (4 years) vs IVIPX (16 years). IVIPX (1.12) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. IVIPX (144.00). 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 : 2.88 vs. IVIPX (-5.01).
| FBONX | IVIPX | FBONX / IVIPX | |
| Total Expense Ratio | 0.30 | 1.02 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.12 | 27% |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | -3.622 | -5.759 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 423M | 53,191% |
| Annual Yield % from dividends | 2.26 | 3.10 | 73% |
| Returns for 1 year | 2.88 | -5.01 | -57% |
| Returns for 3 years | 12.09 | -18.48 | -65% |
| Returns for 5 years | N/A | 14.12 | - |
| Returns for 10 years | N/A | -2.48 | - |
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