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FBAFX vs IUASX
FBAFX vs IUASX Comparison
Open Charts FBAFX vs IUASX
American Funds American Balanced 529-F-2
Price$34.35
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
VY® Invesco Equity and Income S
Price$41.05
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets438.26M
FBAFX vs IUASX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. IUASX (438M). IUASX pays higher dividends than FBAFX: IUASX (3.25) vs FBAFX (2.22). FBAFX was incepted earlier than IUASX: FBAFX (5 years) vs IUASX (23 years). IUASX (0.97) is less costly to investors than FBAFX (0.34). IUASX is a more actively managed with annual turnover of: 125.00 vs. FBAFX (44.00). IUASX has a lower initial minimum investment than FBAFX: IUASX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 4.46 vs. IUASX (-2.80).
| FBAFX | IUASX | FBAFX / IUASX | |
| Total Expense Ratio | 0.34 | 0.89 | 38% |
| Annual Report Gross Expense Ratio | 0.34 | 0.97 | 35% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 0.431 | -1.298 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 438M | 53,425% |
| Annual Yield % from dividends | 2.22 | 3.25 | 68% |
| Returns for 1 year | 4.46 | -2.80 | -159% |
| Returns for 3 years | 23.77 | -8.25 | -288% |
| Returns for 5 years | N/A | 18.79 | - |
| Returns for 10 years | N/A | 4.76 | - |
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