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ACERX vs FBAFX
ACERX vs FBAFX Comparison
Open Charts ACERX vs FBAFX
Invesco Equity and Income C
Price$10.76
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets12.61B
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
ACERX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. ACERX (12.6B). FBAFX pays higher dividends than ACERX: FBAFX (2.06) 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 : 10.54 vs. ACERX (4.33).
| 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 | 6.491 | 9.185 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 254B | 5% |
| Annual Yield % from dividends | 1.16 | 2.06 | 56% |
| Returns for 1 year | 4.33 | 10.54 | 41% |
| Returns for 3 years | 12.38 | 36.84 | 34% |
| Returns for 5 years | 21.20 | N/A | - |
| Returns for 10 years | 15.30 | N/A | - |