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FBAFX vs IUASX
FBAFX vs IUASX Comparison
Open Charts FBAFX vs IUASX
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 S
Price$44.42
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets460.57M
FBAFX vs IUASX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. IUASX (461M). IUASX pays higher dividends than FBAFX: IUASX (3.02) vs FBAFX (2.06). FBAFX was incepted earlier than IUASX: FBAFX (5 years) vs IUASX (24 years). IUASX (0.99) is less costly to investors than FBAFX (0.34). IUASX is a more actively managed with annual turnover of: 125.00 vs. FBAFX (44.00). IUASX has a lower initial minimum investment than FBAFX: IUASX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 10.54 vs. IUASX (3.80).
| FBAFX | IUASX | FBAFX / IUASX | |
| Total Expense Ratio | 0.34 | 0.89 | 38% |
| Annual Report Gross Expense Ratio | 0.34 | 0.99 | 34% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 9.185 | 6.805 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 461M | 55,098% |
| Annual Yield % from dividends | 2.06 | 3.02 | 68% |
| Returns for 1 year | 10.54 | 3.80 | 277% |
| Returns for 3 years | 36.84 | 0.78 | 4,735% |
| Returns for 5 years | N/A | 20.13 | - |
| Returns for 10 years | N/A | 13.31 | - |
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