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ACEKX vs FBAFX
ACEKX vs FBAFX Comparison
Open Charts ACEKX vs FBAFX
Invesco Equity and Income R5
Price$11.29
Change-$0.11 (-0.96%)
VolumeN/A
Net Assets12.62B
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ACEKX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ACEKX (12.6B). ACEKX pays higher dividends than FBAFX: ACEKX (2.09) vs FBAFX (1.94). ACEKX was incepted earlier than FBAFX: ACEKX (15 years) vs FBAFX (5 years). ACEKX (0.49) is less costly to investors than FBAFX (0.34). ACEKX is a more actively managed with annual turnover of: 139.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ACEKX: FBAFX (250) vs ACEKX (1000000). FBAFX annual gain was more profitable for investors over the last year : 9.01 vs. ACEKX (0.33). FBAFX return over 5 years is better than : 43.18 vs. ACEKX (18.49).
| ACEKX | FBAFX | ACEKX / FBAFX | |
| Total Expense Ratio | 0.48 | 0.34 | 141% |
| Annual Report Gross Expense Ratio | 0.49 | 0.34 | 144% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 10.074 | 15.061 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 269B | 5% |
| Annual Yield % from dividends | 2.09 | 1.94 | 108% |
| Returns for 1 year | 0.33 | 9.01 | 4% |
| Returns for 3 years | 15.28 | 44.43 | 34% |
| Returns for 5 years | 18.49 | 43.18 | 43% |
| Returns for 10 years | 33.71 | N/A | - |
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