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FBAFX vs IEIFX
FBAFX vs IEIFX Comparison
Open Charts FBAFX vs IEIFX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Invesco Equity and Income R6
Price$11.29
Change-$0.11 (-0.96%)
VolumeN/A
Net Assets12.62B
FBAFX vs IEIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. IEIFX (12.6B). IEIFX pays higher dividends than FBAFX: IEIFX (2.15) vs FBAFX (1.94). FBAFX was incepted earlier than IEIFX: FBAFX (5 years) vs IEIFX (13 years). IEIFX (0.42) is less costly to investors than FBAFX (0.34). IEIFX is a more actively managed with annual turnover of: 139.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than IEIFX: FBAFX (250) vs IEIFX (1000000). FBAFX annual gain was more profitable for investors over the last year : 9.01 vs. IEIFX (1.55). FBAFX return over 5 years is better than : 43.18 vs. IEIFX (20.04).
| FBAFX | IEIFX | FBAFX / IEIFX | |
| Total Expense Ratio | 0.34 | 0.41 | 83% |
| Annual Report Gross Expense Ratio | 0.34 | 0.42 | 81% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 15.061 | 11.311 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 12.6B | 2,135% |
| Annual Yield % from dividends | 1.94 | 2.15 | 90% |
| Returns for 1 year | 9.01 | 1.55 | 581% |
| Returns for 3 years | 44.43 | 16.09 | 276% |
| Returns for 5 years | 43.18 | 20.04 | 215% |
| Returns for 10 years | N/A | 37.26 | - |
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