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FBAFX vs IVIPX
FBAFX vs IVIPX Comparison
Open Charts FBAFX vs IVIPX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
VY® Invesco Equity and Income S2
Price$41.58
Change-$0.31 (-0.74%)
VolumeN/A
Net Assets449.69M
FBAFX vs IVIPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. IVIPX (450M). IVIPX pays higher dividends than FBAFX: IVIPX (3.09) vs FBAFX (2.14). 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 : 5.57 vs. IVIPX (1.35).
| 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 | 4.578 | 2.338 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 450M | 54,222% |
| Annual Yield % from dividends | 2.14 | 3.09 | 69% |
| Returns for 1 year | 5.57 | 1.35 | 411% |
| Returns for 3 years | 34.68 | -1.76 | -1,969% |
| Returns for 5 years | N/A | 16.03 | - |
| Returns for 10 years | N/A | 4.98 | - |
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