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FBAFX vs IUAIX
FBAFX vs IUAIX Comparison
Open Charts FBAFX vs IUAIX
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).
| 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 | 8.217 | 6.198 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 461M | 54,664% |
| Annual Yield % from dividends | 2.06 | 3.09 | 67% |
| Returns for 1 year | 8.12 | 4.94 | 164% |
| Returns for 3 years | 37.19 | 3.16 | 1,178% |
| Returns for 5 years | N/A | 23.95 | - |
| Returns for 10 years | N/A | 16.49 | - |
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