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ACEIX vs FBAFX
ACEIX vs FBAFX Comparison
Open Charts ACEIX vs FBAFX
Invesco Equity and Income A
Price$10.03
Change+$0.11 (+1.11%)
VolumeN/A
Net Assets11.53B
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
ACEIX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. ACEIX (11.5B). FBAFX pays higher dividends than ACEIX: FBAFX (2.22) vs ACEIX (1.96). ACEIX was incepted earlier than FBAFX: ACEIX (65 years) vs FBAFX (4 years). ACEIX (0.78) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. ACEIX (139.00). 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 : 4.44 vs. ACEIX (-3.54).
| ACEIX | FBAFX | ACEIX / FBAFX | |
| Total Expense Ratio | 0.77 | 0.33 | 233% |
| Annual Report Gross Expense Ratio | 0.78 | 0.33 | 236% |
| Fund Existence | 65 years | 4 years | - |
| Gain YTD | -4.351 | -1.440 | 302% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 227B | 5% |
| Annual Yield % from dividends | 1.96 | 2.22 | 88% |
| Returns for 1 year | -3.54 | 4.44 | -80% |
| Returns for 3 years | -2.67 | 16.56 | -16% |
| Returns for 5 years | 23.58 | N/A | - |
| Returns for 10 years | 10.18 | N/A | - |
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