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ACERX vs FBAFX
ACERX vs FBAFX Comparison
Open Charts ACERX vs FBAFX
Invesco Equity and Income C
Price$10.10
Change-$0.14 (-1.37%)
VolumeN/A
Net Assets12.14B
American Funds American Balanced 529-F-2
Price$34.89
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
ACERX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. ACERX (12.1B). FBAFX pays higher dividends than ACERX: FBAFX (2.22) vs ACERX (1.25). ACERX was incepted earlier than FBAFX: ACERX (32 years) vs FBAFX (5 years). ACERX (1.52) is less costly to investors than FBAFX (0.34). ACERX is a more actively managed with annual turnover of: 139.00 vs. FBAFX (44.00). 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 : 4.58 vs. ACERX (-0.42).
| ACERX | FBAFX | ACERX / FBAFX | |
| Total Expense Ratio | 1.51 | 0.34 | 444% |
| Annual Report Gross Expense Ratio | 1.52 | 0.34 | 447% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 1.066 | 2.010 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 240B | 5% |
| Annual Yield % from dividends | 1.25 | 2.22 | 56% |
| Returns for 1 year | -0.42 | 4.58 | -9% |
| Returns for 3 years | 5.00 | 25.72 | 19% |
| Returns for 5 years | 22.33 | N/A | - |
| Returns for 10 years | 8.01 | N/A | - |
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