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ACERX vs FBAFX
ACERX vs FBAFX Comparison
Open Charts ACERX vs FBAFX
Invesco Equity and Income C
Price$11.19
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets12.78B
American Funds American Balanced 529-F-2
Price$39.80
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
ACERX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ACERX (12.8B). FBAFX pays higher dividends than ACERX: FBAFX (1.90) vs ACERX (1.11). 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 : 9.37 vs. ACERX (-0.11). FBAFX return over 5 years is better than : 42.22 vs. ACERX (8.16).
| 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 | 11.027 | 17.181 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 269B | 5% |
| Annual Yield % from dividends | 1.11 | 1.90 | 58% |
| Returns for 1 year | -0.11 | 9.37 | -1% |
| Returns for 3 years | 12.79 | 44.25 | 29% |
| Returns for 5 years | 8.16 | 42.22 | 19% |
| Returns for 10 years | 23.37 | N/A | - |
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