FBAFX
Price
$37.21
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
IUAIX
Price
$45.04
Change
+$0.20 (+0.45%)
Updated
Jul 25 closing price
Net Assets
460.57M
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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$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
VY® Invesco Equity and Income I
Price$45.04
Change+$0.20 (+0.45%)
VolumeN/A
Net Assets460.57M
FBAFX vs IUAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B 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 : 10.54 vs. IUAIX (4.16).
FBAFXIUAIXFBAFX / IUAIX
Total Expense Ratio0.340.6453%
Annual Report Gross Expense Ratio0.340.7446%
Fund Existence5 years24 years-
Gain YTD9.1856.958132%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B461M55,098%
Annual Yield % from dividends2.063.0967%
Returns for 1 year10.544.16254%
Returns for 3 years36.841.841,999%
Returns for 5 yearsN/A22.07-
Returns for 10 yearsN/A16.88-
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