FBAFX
Price
$36.88
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
IUAAX
Price
$43.38
Change
+$0.19 (+0.44%)
Updated
Jul 3 closing price
Net Assets
460.98M
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FBAFX vs IUAAX

Header iconFBAFX vs IUAAX Comparison
Open Charts FBAFX vs IUAAXBanner chart's image
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
VY® Invesco Equity and Income A
Price$43.38
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets460.98M
FBAFX vs IUAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. IUAAX (461M). IUAAX pays higher dividends than FBAFX: IUAAX (2.75) vs FBAFX (2.06). FBAFX was incepted earlier than IUAAX: FBAFX (5 years) vs IUAAX (24 years). IUAAX (1.24) is less costly to investors than FBAFX (0.34). IUAAX is a more actively managed with annual turnover of: 125.00 vs. FBAFX (44.00). IUAAX has a lower initial minimum investment than FBAFX: IUAAX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. IUAAX (4.23).
FBAFXIUAAXFBAFX / IUAAX
Total Expense Ratio0.341.1430%
Annual Report Gross Expense Ratio0.341.2427%
Fund Existence5 years24 years-
Gain YTD8.2175.934138%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B461M54,664%
Annual Yield % from dividends2.062.7575%
Returns for 1 year8.124.23192%
Returns for 3 years37.190.894,163%
Returns for 5 yearsN/A19.89-
Returns for 10 yearsN/A9.35-
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