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ACEIX vs FBAFX
ACEIX vs FBAFX Comparison
Open Charts ACEIX vs FBAFX
Invesco Equity and Income A
Price$10.97
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets12.58B
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ACEIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. ACEIX (12.6B). FBAFX pays higher dividends than ACEIX: FBAFX (2.06) vs ACEIX (1.88). 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 : 8.12 vs. ACEIX (6.06).
| 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 | 6.258 | 8.217 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 252B | 5% |
| Annual Yield % from dividends | 1.88 | 2.06 | 91% |
| Returns for 1 year | 6.06 | 8.12 | 75% |
| Returns for 3 years | 16.71 | 37.19 | 45% |
| Returns for 5 years | 28.39 | N/A | - |
| Returns for 10 years | 23.32 | N/A | - |
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