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FBAFX vs IUAIX
FBAFX vs IUAIX Comparison
Open Charts FBAFX vs IUAIX
American Funds American Balanced 529-F-2
Price$35.54
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets241.95B
VY® Invesco Equity and Income I
Price$42.45
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets443.05M
FBAFX vs IUAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. IUAIX (443M). IUAIX pays higher dividends than FBAFX: IUAIX (3.22) vs FBAFX (2.14). FBAFX was incepted earlier than IUAIX: FBAFX (5 years) vs IUAIX (23 years). IUAIX (0.74) is less costly to investors than FBAFX (0.34). IUAIX is a more actively managed with annual turnover of: 125.00 vs. FBAFX (44.00). 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 : 7.73 vs. IUAIX (-0.14).
| FBAFX | IUAIX | FBAFX / IUAIX | |
| Total Expense Ratio | 0.34 | 0.64 | 53% |
| Annual Report Gross Expense Ratio | 0.34 | 0.74 | 46% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 3.911 | 0.712 | 549% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 443M | 54,628% |
| Annual Yield % from dividends | 2.14 | 3.22 | 67% |
| Returns for 1 year | 7.73 | -0.14 | -5,596% |
| Returns for 3 years | 24.26 | -8.28 | -293% |
| Returns for 5 years | N/A | 14.66 | - |
| Returns for 10 years | N/A | 9.32 | - |
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