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ACEKX vs FBAFX
ACEKX vs FBAFX Comparison
Open Charts ACEKX vs FBAFX
Invesco Equity and Income R5
Price$11.02
Change-$0.55 (-4.75%)
VolumeN/A
Net Assets12.24B
American Funds American Balanced 529-F-2
Price$40.25
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
ACEKX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ACEKX (12.2B). ACEKX pays higher dividends than FBAFX: ACEKX (2.05) vs FBAFX (1.90). ACEKX was incepted earlier than FBAFX: ACEKX (16 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 : 10.88 vs. ACEKX (-1.82). FBAFX return over 5 years is better than : 44.39 vs. ACEKX (12.63).
| ACEKX | FBAFX | ACEKX / FBAFX | |
| Total Expense Ratio | 0.48 | 0.34 | 141% |
| Annual Report Gross Expense Ratio | 0.49 | 0.34 | 144% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 7.442 | 18.506 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 269B | 5% |
| Annual Yield % from dividends | 2.05 | 1.90 | 108% |
| Returns for 1 year | -1.82 | 10.88 | -17% |
| Returns for 3 years | 12.10 | 45.63 | 27% |
| Returns for 5 years | 12.63 | 44.39 | 28% |
| Returns for 10 years | 38.85 | N/A | - |
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