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ACEKX vs FBAFX
ACEKX vs FBAFX Comparison
Open Charts ACEKX vs FBAFX
Invesco Equity and Income R5
Price$10.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.26B
American Funds American Balanced 529-F-2
Price$35.81
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets244.72B
ACEKX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 245B vs. ACEKX (12.3B). ACEKX (2.24) and FBAFX (2.14) have matching dividends . ACEKX was incepted earlier than FBAFX: ACEKX (15 years) vs FBAFX (5 years). ACEKX (0.49) is less costly to investors than FBAFX (0.34). ACEKX is a more actively managed with annual turnover of: 139.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ACEKX: FBAFX (250) vs ACEKX (1000000). FBAFX annual gain was more profitable for investors over the last year : 7.41 vs. ACEKX (3.86).
| ACEKX | FBAFX | ACEKX / FBAFX | |
| Total Expense Ratio | 0.48 | 0.34 | 141% |
| Annual Report Gross Expense Ratio | 0.49 | 0.34 | 144% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 3.055 | 5.077 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 245B | 5% |
| Annual Yield % from dividends | 2.24 | 2.14 | 104% |
| Returns for 1 year | 3.86 | 7.41 | 52% |
| Returns for 3 years | 11.06 | 29.98 | 37% |
| Returns for 5 years | 25.33 | N/A | - |
| Returns for 10 years | 20.43 | N/A | - |
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