FBAFX
Price
$36.42
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
IUASX
Price
$43.41
Change
+$0.32 (+0.74%)
Updated
Jun 26 closing price
Net Assets
451.8M
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FBAFX vs IUASX

Header iconFBAFX vs IUASX Comparison
Open Charts FBAFX vs IUASXBanner chart's image
American Funds American Balanced 529-F-2
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
VY® Invesco Equity and Income S
Price$43.41
Change+$0.32 (+0.74%)
VolumeN/A
Net Assets451.8M
FBAFX vs IUASX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 248B vs. IUASX (452M). IUASX pays higher dividends than FBAFX: IUASX (3.14) vs FBAFX (2.14). FBAFX was incepted earlier than IUASX: FBAFX (5 years) vs IUASX (24 years). IUASX (0.99) 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 : 7.63 vs. IUASX (2.67).
FBAFXIUASXFBAFX / IUASX
Total Expense Ratio0.340.8938%
Annual Report Gross Expense Ratio0.340.9934%
Fund Existence5 years24 years-
Gain YTD6.8673.607190%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets248B452M54,867%
Annual Yield % from dividends2.143.1468%
Returns for 1 year7.632.67286%
Returns for 3 years34.77-1.00-3,471%
Returns for 5 yearsN/A21.90-
Returns for 10 yearsN/A10.43-
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