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ACESX vs FBAFX
ACESX vs FBAFX Comparison
Open Charts ACESX vs FBAFX
Invesco Equity and Income R
Price$10.34
Change+$0.02 (+0.19%)
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
ACESX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. ACESX (11.9B). FBAFX pays higher dividends than ACESX: FBAFX (2.22) vs ACESX (1.76). 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 : 4.46 vs. ACESX (-1.68).
| 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 | -1.313 | 0.431 | -304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 234B | 5% |
| Annual Yield % from dividends | 1.76 | 2.22 | 79% |
| Returns for 1 year | -1.68 | 4.46 | -38% |
| Returns for 3 years | 4.24 | 23.77 | 18% |
| Returns for 5 years | 23.24 | N/A | - |
| Returns for 10 years | 12.20 | N/A | - |
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