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FBAFX vs IVIPX
FBAFX vs IVIPX Comparison
Open Charts FBAFX vs IVIPX
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 S2
Price$43.36
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets460.57M
FBAFX vs IVIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B 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 : 10.54 vs. IVIPX (3.47).
| 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 | 9.185 | 6.719 | 137% |
| 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 | 2.97 | 70% |
| Returns for 1 year | 10.54 | 3.47 | 304% |
| Returns for 3 years | 36.84 | -0.23 | -16,265% |
| Returns for 5 years | N/A | 18.52 | - |
| Returns for 10 years | N/A | 10.67 | - |
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