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FBAFX vs IUAIX
FBAFX vs IUAIX Comparison
Open Charts FBAFX vs IUAIX
American Funds American Balanced 529-F-2
Price$33.27
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
VY® Invesco Equity and Income I
Price$40.25
Change+$0.42 (+1.05%)
VolumeN/A
Net Assets423.95M
FBAFX vs IUAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 225B vs. IUAIX (424M). IUAIX pays higher dividends than FBAFX: IUAIX (3.24) vs FBAFX (2.22). FBAFX was incepted earlier than IUAIX: FBAFX (4 years) vs IUAIX (23 years). IUAIX (0.72) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. IUAIX (144.00). IUAIX has a lower initial minimum investment than FBAFX: IUAIX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 1.90 vs. IUAIX (-5.78).
| FBAFX | IUAIX | FBAFX / IUAIX | |
| Total Expense Ratio | 0.33 | 0.64 | 52% |
| Annual Report Gross Expense Ratio | 0.33 | 0.72 | 46% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -3.720 | -5.414 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 424M | 53,066% |
| Annual Yield % from dividends | 2.22 | 3.24 | 69% |
| Returns for 1 year | 1.90 | -5.78 | -33% |
| Returns for 3 years | 14.09 | -14.80 | -95% |
| Returns for 5 years | N/A | 18.68 | - |
| Returns for 10 years | N/A | 2.93 | - |
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