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ACETX vs FBAFX
ACETX vs FBAFX Comparison
Open Charts ACETX vs FBAFX
Invesco Equity and Income Y
Price$10.37
Change-$0.15 (-1.43%)
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
ACETX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. ACETX (12.1B). ACETX (2.27) and FBAFX (2.22) have matching dividends . ACETX was incepted earlier than FBAFX: ACETX (20 years) vs FBAFX (5 years). ACETX (0.53) is less costly to investors than FBAFX (0.34). ACETX is a more actively managed with annual turnover of: 139.00 vs. FBAFX (44.00). 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 : 4.58 vs. ACETX (0.73).
| ACETX | FBAFX | ACETX / FBAFX | |
| Total Expense Ratio | 0.52 | 0.34 | 153% |
| Annual Report Gross Expense Ratio | 0.53 | 0.34 | 156% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 1.499 | 2.010 | 75% |
| 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 | 2.27 | 2.22 | 102% |
| Returns for 1 year | 0.73 | 4.58 | 16% |
| Returns for 3 years | 8.51 | 25.72 | 33% |
| Returns for 5 years | 28.71 | N/A | - |
| Returns for 10 years | 18.13 | N/A | - |
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