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ACESX vs FBAFX
ACESX vs FBAFX Comparison
Open Charts ACESX vs FBAFX
Invesco Equity and Income R
Price$10.62
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets12.13B
American Funds American Balanced 529-F-2
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
ACESX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. ACESX (12.1B). FBAFX pays higher dividends than ACESX: FBAFX (2.14) vs ACESX (1.70). ACESX was incepted earlier than FBAFX: ACESX (23 years) vs FBAFX (5 years). ACESX (1.03) is less costly to investors than FBAFX (0.34). ACESX is a more actively managed with annual turnover of: 139.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than ACESX: FBAFX (250) vs ACESX (1000). FBAFX annual gain was more profitable for investors over the last year : 7.21 vs. ACESX (1.75).
| ACESX | FBAFX | ACESX / FBAFX | |
| Total Expense Ratio | 1.02 | 0.34 | 300% |
| Annual Report Gross Expense Ratio | 1.03 | 0.34 | 303% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 1.455 | 4.700 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 244B | 5% |
| Annual Yield % from dividends | 1.70 | 2.14 | 79% |
| Returns for 1 year | 1.75 | 7.21 | 24% |
| Returns for 3 years | 4.08 | 25.28 | 16% |
| Returns for 5 years | 14.59 | N/A | - |
| Returns for 10 years | 14.91 | N/A | - |
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