Interact to see
Advertisement
Advertisement
FBONX vs IVIPX
FBONX vs IVIPX Comparison
Open Charts FBONX vs IVIPX
American Funds American Balanced 529-F-3
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
VY® Invesco Equity and Income S2
Price$41.47
Change+$0.30 (+0.73%)
VolumeN/A
Net Assets446.14M
FBONX vs IVIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. IVIPX (446M). 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 : 7.44 vs. IVIPX (0.28).
| 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 | 4.828 | 1.329 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 446M | 54,484% |
| Annual Yield % from dividends | 2.18 | 3.09 | 71% |
| Returns for 1 year | 7.44 | 0.28 | 2,621% |
| Returns for 3 years | 24.57 | -10.13 | -243% |
| Returns for 5 years | N/A | 8.65 | - |
| Returns for 10 years | N/A | 4.74 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers