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ACERX vs FBAFX
ACERX vs FBAFX Comparison
Open Charts ACERX vs FBAFX
Invesco Equity and Income C
Price$10.72
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets12.51B
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ACERX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. ACERX (12.5B). FBAFX pays higher dividends than ACERX: FBAFX (2.04) vs ACERX (1.16). ACERX was incepted earlier than FBAFX: ACERX (32 years) vs FBAFX (5 years). ACERX (1.52) is less costly to investors than FBAFX (0.34). ACERX is a more actively managed with annual turnover of: 139.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ACERX: FBAFX (250) vs ACERX (1000). FBAFX annual gain was more profitable for investors over the last year : 8.23 vs. ACERX (2.86).
| ACERX | FBAFX | ACERX / FBAFX | |
| Total Expense Ratio | 1.51 | 0.34 | 444% |
| Annual Report Gross Expense Ratio | 1.52 | 0.34 | 447% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 6.095 | 9.918 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 256B | 5% |
| Annual Yield % from dividends | 1.16 | 2.04 | 57% |
| Returns for 1 year | 2.86 | 8.23 | 35% |
| Returns for 3 years | 5.89 | 31.57 | 19% |
| Returns for 5 years | 16.74 | N/A | - |
| Returns for 10 years | 14.64 | N/A | - |
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