Interact to see
Advertisement
Advertisement
ACEKX vs FBAFX
ACEKX vs FBAFX Comparison
Open Charts ACEKX vs FBAFX
Invesco Equity and Income R5
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
ACEKX vs FBAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. ACEKX (12.6B). ACEKX (2.15) and FBAFX (2.06) have matching dividends . 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 : 8.12 vs. ACEKX (6.36).
| 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 | 6.414 | 8.217 | 78% |
| 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 | 252B | 5% |
| Annual Yield % from dividends | 2.15 | 2.06 | 104% |
| Returns for 1 year | 6.36 | 8.12 | 78% |
| Returns for 3 years | 17.75 | 37.19 | 48% |
| Returns for 5 years | 30.18 | N/A | - |
| Returns for 10 years | 26.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement