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ACEIX vs FBAFX
ACEIX vs FBAFX Comparison
Open Charts ACEIX vs FBAFX
Invesco Equity and Income A
Price$10.79
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets12.33B
American Funds American Balanced 529-F-2
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
ACEIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 248B vs. ACEIX (12.3B). FBAFX pays higher dividends than ACEIX: FBAFX (2.14) vs ACEIX (1.95). ACEIX was incepted earlier than FBAFX: ACEIX (65 years) vs FBAFX (5 years). ACEIX (0.78) is less costly to investors than FBAFX (0.34). ACEIX is a more actively managed with annual turnover of: 139.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ACEIX: FBAFX (250) vs ACEIX (1000). FBAFX annual gain was more profitable for investors over the last year : 7.63 vs. ACEIX (4.61).
| ACEIX | FBAFX | ACEIX / FBAFX | |
| Total Expense Ratio | 0.77 | 0.34 | 226% |
| Annual Report Gross Expense Ratio | 0.78 | 0.34 | 229% |
| Fund Existence | 65 years | 5 years | - |
| Gain YTD | 4.321 | 6.867 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 248B | 5% |
| Annual Yield % from dividends | 1.95 | 2.14 | 91% |
| Returns for 1 year | 4.61 | 7.63 | 60% |
| Returns for 3 years | 13.79 | 34.77 | 40% |
| Returns for 5 years | 28.82 | N/A | - |
| Returns for 10 years | 21.07 | N/A | - |
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