FBAFX
Price
$36.88
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
IUAIX
Price
$44.72
Change
+$0.19 (+0.43%)
Updated
Jul 3 closing price
Net Assets
460.98M
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FBAFX vs IUAIX

Header iconFBAFX vs IUAIX Comparison
Open Charts FBAFX vs IUAIXBanner 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 I
Price$44.72
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets460.98M
FBAFX vs IUAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. IUAIX (461M). IUAIX pays higher dividends than FBAFX: IUAIX (3.09) vs FBAFX (2.06). 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 : 8.12 vs. IUAIX (4.94).
FBAFXIUAIXFBAFX / IUAIX
Total Expense Ratio0.340.6453%
Annual Report Gross Expense Ratio0.340.7446%
Fund Existence5 years24 years-
Gain YTD8.2176.198133%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B461M54,664%
Annual Yield % from dividends2.063.0967%
Returns for 1 year8.124.94164%
Returns for 3 years37.193.161,178%
Returns for 5 yearsN/A23.95-
Returns for 10 yearsN/A16.49-
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