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FBAFX vs IUASX
FBAFX vs IUASX Comparison
Open Charts FBAFX vs IUASX
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 S
Price$44.12
Change+$0.20 (+0.46%)
VolumeN/A
Net Assets460.98M
FBAFX vs IUASX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B 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 : 8.12 vs. IUASX (4.61).
| 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 | 8.217 | 6.083 | 135% |
| 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 | 3.02 | 68% |
| Returns for 1 year | 8.12 | 4.61 | 176% |
| Returns for 3 years | 37.19 | 2.09 | 1,781% |
| Returns for 5 years | N/A | 22.02 | - |
| Returns for 10 years | N/A | 12.98 | - |
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