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FBAFX vs IUAAX
FBAFX vs IUAAX Comparison
Open Charts FBAFX vs IUAAX
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
VY® Invesco Equity and Income A
Price$41.78
Change+$0.30 (+0.72%)
VolumeN/A
Net Assets446.14M
FBAFX vs IUAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. IUAAX (446M). IUAAX pays higher dividends than FBAFX: IUAAX (2.86) vs FBAFX (2.14). FBAFX was incepted earlier than IUAAX: FBAFX (5 years) vs IUAAX (24 years). IUAAX (1.24) is less costly to investors than FBAFX (0.34). IUAAX is a more actively managed with annual turnover of: 125.00 vs. FBAFX (44.00). IUAAX has a lower initial minimum investment than FBAFX: IUAAX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 7.40 vs. IUAAX (0.27).
| FBAFX | IUAAX | FBAFX / IUAAX | |
| Total Expense Ratio | 0.34 | 1.14 | 30% |
| Annual Report Gross Expense Ratio | 0.34 | 1.24 | 27% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.817 | 1.294 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 446M | 54,484% |
| Annual Yield % from dividends | 2.14 | 2.86 | 75% |
| Returns for 1 year | 7.40 | 0.27 | 2,701% |
| Returns for 3 years | 24.45 | -10.28 | -238% |
| Returns for 5 years | N/A | 8.23 | - |
| Returns for 10 years | N/A | 3.83 | - |
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