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ACEKX vs FBAFX
ACEKX vs FBAFX Comparison
Open Charts ACEKX vs FBAFX
Invesco Equity and Income R5
Price$10.99
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets12.51B
American Funds American Balanced 529-F-2
Price$36.94
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets252.76B
ACEKX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 253B vs. ACEKX (12.5B). ACEKX (2.15) and FBAFX (2.06) 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 : 8.60 vs. ACEKX (4.58).
| 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 | 6.123 | 8.451 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 253B | 5% |
| Annual Yield % from dividends | 2.15 | 2.06 | 104% |
| Returns for 1 year | 4.58 | 8.60 | 53% |
| Returns for 3 years | 14.78 | 35.50 | 42% |
| Returns for 5 years | 25.50 | N/A | - |
| Returns for 10 years | 25.87 | N/A | - |
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