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ACEKX vs FBAFX
ACEKX vs FBAFX Comparison
Open Charts ACEKX vs FBAFX
Invesco Equity and Income R5
Price$9.80
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets11.4B
American Funds American Balanced 529-F-2
Price$32.97
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
ACEKX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 225B vs. ACEKX (11.4B). ACEKX (2.25) and FBAFX (2.22) have matching dividends . ACEKX was incepted earlier than FBAFX: ACEKX (15 years) vs FBAFX (4 years). ACEKX (0.49) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. ACEKX (139.00). 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 : 2.84 vs. ACEKX (-3.14).
| ACEKX | FBAFX | ACEKX / FBAFX | |
| Total Expense Ratio | 0.48 | 0.33 | 145% |
| Annual Report Gross Expense Ratio | 0.49 | 0.33 | 148% |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | -5.533 | -3.604 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 225B | 5% |
| Annual Yield % from dividends | 2.25 | 2.22 | 101% |
| Returns for 1 year | -3.14 | 2.84 | -111% |
| Returns for 3 years | -5.02 | 12.01 | -42% |
| Returns for 5 years | 22.76 | N/A | - |
| Returns for 10 years | 11.45 | N/A | - |
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