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FBAFX vs IUAAX
FBAFX vs IUAAX Comparison
Open Charts FBAFX vs IUAAX
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
VY® Invesco Equity and Income A
Price$39.51
Change+$0.42 (+1.07%)
VolumeN/A
Net Assets428.54M
FBAFX vs IUAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. IUAAX (429M). IUAAX pays higher dividends than FBAFX: IUAAX (2.87) vs FBAFX (2.22). FBAFX was incepted earlier than IUAAX: FBAFX (4 years) vs IUAAX (23 years). IUAAX (1.22) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. IUAAX (144.00). 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 : 4.44 vs. IUAAX (-5.19).
| FBAFX | IUAAX | FBAFX / IUAAX | |
| Total Expense Ratio | 0.33 | 1.14 | 29% |
| Annual Report Gross Expense Ratio | 0.33 | 1.22 | 27% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -1.440 | -4.542 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 429M | 52,914% |
| Annual Yield % from dividends | 2.22 | 2.87 | 77% |
| Returns for 1 year | 4.44 | -5.19 | -86% |
| Returns for 3 years | 16.56 | -15.89 | -104% |
| Returns for 5 years | N/A | 16.02 | - |
| Returns for 10 years | N/A | -2.03 | - |
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