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ACERX vs FBAFX
ACERX vs FBAFX Comparison
Open Charts ACERX vs FBAFX
Invesco Equity and Income C
Price$9.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
American Funds American Balanced 529-F-2
Price$33.83
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
ACERX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 231B vs. ACERX (11.6B). FBAFX pays higher dividends than ACERX: FBAFX (2.22) vs ACERX (1.22). ACERX was incepted earlier than FBAFX: ACERX (32 years) vs FBAFX (4 years). ACERX (1.52) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. ACERX (139.00). FBAFX has a lower initial minimum investment than ACERX: FBAFX (250) vs ACERX (1000). FBAFX annual gain was more profitable for investors over the last year : 5.13 vs. ACERX (-2.94).
| ACERX | FBAFX | ACERX / FBAFX | |
| Total Expense Ratio | 1.51 | 0.33 | 458% |
| Annual Report Gross Expense Ratio | 1.52 | 0.33 | 461% |
| Fund Existence | 32 years | 4 years | - |
| Gain YTD | -3.573 | -1.089 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 231B | 5% |
| Annual Yield % from dividends | 1.22 | 2.22 | 55% |
| Returns for 1 year | -2.94 | 5.13 | -57% |
| Returns for 3 years | -2.80 | 18.59 | -15% |
| Returns for 5 years | 20.14 | N/A | - |
| Returns for 10 years | 3.65 | N/A | - |
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