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FBAFX vs IUASX
FBAFX vs IUASX Comparison
Open Charts FBAFX vs IUASX
American Funds American Balanced 529-F-2
Price$35.69
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
VY® Invesco Equity and Income S
Price$42.17
Change+$0.29 (+0.69%)
VolumeN/A
Net Assets443.05M
FBAFX vs IUASX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. IUASX (443M). 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 : 8.06 vs. IUASX (-0.08).
| FBAFX | IUASX | FBAFX / IUASX | |
| Total Expense Ratio | 0.34 | 0.89 | 38% |
| Annual Report Gross Expense Ratio | 0.34 | 0.99 | 34% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.349 | 0.697 | 624% |
| 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 | 3.14 | 68% |
| Returns for 1 year | 8.06 | -0.08 | -10,400% |
| Returns for 3 years | 24.78 | -9.16 | -271% |
| Returns for 5 years | N/A | 12.11 | - |
| Returns for 10 years | N/A | 6.09 | - |
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