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ACETX vs FBAFX
ACETX vs FBAFX Comparison
Open Charts ACETX vs FBAFX
Invesco Equity and Income Y
Price$9.92
Change+$0.11 (+1.12%)
VolumeN/A
Net Assets11.41B
American Funds American Balanced 529-F-2
Price$33.27
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
ACETX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 225B vs. ACETX (11.4B). FBAFX (2.22) and ACETX (2.21) have matching dividends . ACETX was incepted earlier than FBAFX: ACETX (20 years) vs FBAFX (4 years). ACETX (0.53) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. ACETX (139.00). FBAFX has a lower initial minimum investment than ACETX: FBAFX (250) vs ACETX (1000). FBAFX annual gain was more profitable for investors over the last year : 1.90 vs. ACETX (-4.55).
| ACETX | FBAFX | ACETX / FBAFX | |
| Total Expense Ratio | 0.52 | 0.33 | 158% |
| Annual Report Gross Expense Ratio | 0.53 | 0.33 | 161% |
| Fund Existence | 20 years | 4 years | - |
| Gain YTD | -5.351 | -3.720 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 225B | 5% |
| Annual Yield % from dividends | 2.21 | 2.22 | 100% |
| Returns for 1 year | -4.55 | 1.90 | -239% |
| Returns for 3 years | -2.84 | 14.09 | -20% |
| Returns for 5 years | 23.61 | N/A | - |
| Returns for 10 years | 10.79 | N/A | - |
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