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ACEIX vs FBAFX
ACEIX vs FBAFX Comparison
Open Charts ACEIX vs FBAFX
Invesco Equity and Income A
Price$11.29
Change-$0.11 (-0.96%)
VolumeN/A
Net Assets12.75B
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ACEIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ACEIX (12.7B). FBAFX pays higher dividends than ACEIX: FBAFX (1.94) vs ACEIX (1.82). ACEIX was incepted earlier than FBAFX: ACEIX (65 years) vs FBAFX (5 years). ACEIX (0.78) is less costly to investors than FBAFX (0.34). ACEIX is a more actively managed with annual turnover of: 139.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ACEIX: FBAFX (250) vs ACEIX (1000). FBAFX annual gain was more profitable for investors over the last year : 9.01 vs. ACEIX (0.13). FBAFX return over 5 years is better than : 43.18 vs. ACEIX (16.82).
| ACEIX | FBAFX | ACEIX / FBAFX | |
| Total Expense Ratio | 0.77 | 0.34 | 226% |
| Annual Report Gross Expense Ratio | 0.78 | 0.34 | 229% |
| Fund Existence | 65 years | 5 years | - |
| Gain YTD | 9.840 | 15.061 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 269B | 5% |
| Annual Yield % from dividends | 1.82 | 1.94 | 94% |
| Returns for 1 year | 0.13 | 9.01 | 1% |
| Returns for 3 years | 14.28 | 44.43 | 32% |
| Returns for 5 years | 16.82 | 43.18 | 39% |
| Returns for 10 years | 30.46 | N/A | - |
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