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ACEKX vs FBAFX
ACEKX vs FBAFX Comparison
Open Charts ACEKX vs FBAFX
Invesco Equity and Income R5
Price$10.25
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets11.86B
American Funds American Balanced 529-F-2
Price$34.35
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
ACEKX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. ACEKX (11.9B). ACEKX (2.31) and FBAFX (2.22) 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 : 4.46 vs. ACEKX (-1.17).
| 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 | -1.095 | 0.431 | -254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 234B | 5% |
| Annual Yield % from dividends | 2.31 | 2.22 | 104% |
| Returns for 1 year | -1.17 | 4.46 | -26% |
| Returns for 3 years | 5.77 | 23.77 | 24% |
| Returns for 5 years | 26.08 | N/A | - |
| Returns for 10 years | 16.79 | N/A | - |
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