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FBAFX vs IUAIX
FBAFX vs IUAIX Comparison
Open Charts FBAFX vs IUAIX
American Funds American Balanced 529-F-2
Price$40.25
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
VY® Invesco Equity and Income I
Price$34.18
Change+$0.19 (+0.56%)
VolumeN/A
Net Assets462.03M
FBAFX vs IUAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. IUAIX (462M). IUAIX pays higher dividends than FBAFX: IUAIX (3.27) vs FBAFX (1.90). FBAFX was incepted earlier than IUAIX: FBAFX (5 years) vs IUAIX (24 years). IUAIX (0.74) is less costly to investors than FBAFX (0.34). IUAIX is a more actively managed with annual turnover of: 125.00 vs. FBAFX (44.00). IUAIX has a lower initial minimum investment than FBAFX: IUAIX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 10.88 vs. IUAIX (-21.16). FBAFX return over 5 years is better than : 44.39 vs. IUAIX (-16.76).
| FBAFX | IUAIX | FBAFX / IUAIX | |
| Total Expense Ratio | 0.34 | 0.64 | 53% |
| Annual Report Gross Expense Ratio | 0.34 | 0.74 | 46% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 18.506 | -18.693 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 462M | 58,225% |
| Annual Yield % from dividends | 1.90 | 3.27 | 58% |
| Returns for 1 year | 10.88 | -21.16 | -51% |
| Returns for 3 years | 45.63 | -13.11 | -348% |
| Returns for 5 years | 44.39 | -16.76 | -265% |
| Returns for 10 years | N/A | 0.95 | - |
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