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FBAFX vs IVIPX
FBAFX vs IVIPX Comparison
Open Charts FBAFX vs IVIPX
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 S2
Price$43.06
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets460.98M
FBAFX vs IVIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. IVIPX (461M). IVIPX pays higher dividends than FBAFX: IVIPX (2.97) vs FBAFX (2.06). FBAFX was incepted earlier than IVIPX: FBAFX (5 years) vs IVIPX (16 years). IVIPX (1.14) is less costly to investors than FBAFX (0.34). IVIPX is a more actively managed with annual turnover of: 125.00 vs. FBAFX (44.00). IVIPX has a lower initial minimum investment than FBAFX: IVIPX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. IVIPX (4.25).
| FBAFX | IVIPX | FBAFX / IVIPX | |
| Total Expense Ratio | 0.34 | 1.02 | 33% |
| Annual Report Gross Expense Ratio | 0.34 | 1.14 | 30% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 8.217 | 5.981 | 137% |
| 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 | 2.97 | 70% |
| Returns for 1 year | 8.12 | 4.25 | 191% |
| Returns for 3 years | 37.19 | 1.06 | 3,492% |
| Returns for 5 years | N/A | 20.37 | - |
| Returns for 10 years | N/A | 10.30 | - |
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