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ACESX vs FBAFX
ACESX vs FBAFX Comparison
Open Charts ACESX vs FBAFX
Invesco Equity and Income R
Price$11.14
Change+$0.05 (+0.45%)
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
ACESX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. ACESX (12.6B). FBAFX pays higher dividends than ACESX: FBAFX (2.06) vs ACESX (1.64). ACESX was incepted earlier than FBAFX: ACESX (23 years) vs FBAFX (5 years). ACESX (1.03) is less costly to investors than FBAFX (0.34). ACESX is a more actively managed with annual turnover of: 139.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ACESX: FBAFX (250) vs ACESX (1000). FBAFX annual gain was more profitable for investors over the last year : 10.54 vs. ACESX (5.04).
| ACESX | FBAFX | ACESX / FBAFX | |
| Total Expense Ratio | 1.02 | 0.34 | 300% |
| Annual Report Gross Expense Ratio | 1.03 | 0.34 | 303% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 6.745 | 9.185 | 73% |
| 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 | 1.64 | 2.06 | 80% |
| Returns for 1 year | 5.04 | 10.54 | 48% |
| Returns for 3 years | 14.53 | 36.84 | 39% |
| Returns for 5 years | 25.08 | N/A | - |
| Returns for 10 years | 21.59 | N/A | - |