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ACEIX vs FBAFX
ACEIX vs FBAFX Comparison
Open Charts ACEIX vs FBAFX
Invesco Equity and Income A
Price$10.61
Change+$0.08 (+0.76%)
VolumeN/A
Net Assets12.11B
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ACEIX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. ACEIX (12.1B). 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 : 7.40 vs. ACEIX (2.00).
| 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 | 1.531 | 4.817 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 243B | 5% |
| Annual Yield % from dividends | 1.95 | 2.14 | 91% |
| Returns for 1 year | 2.00 | 7.40 | 27% |
| Returns for 3 years | 3.79 | 24.45 | 16% |
| Returns for 5 years | 15.51 | N/A | - |
| Returns for 10 years | 16.73 | N/A | - |
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