Interact to see
Advertisement
Advertisement
FBAFX vs IUASX
FBAFX vs IUASX Comparison
Open Charts FBAFX vs IUASX
American Funds American Balanced 529-F-2
Price$36.90
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
VY® Invesco Equity and Income S
Price$44.04
Change+$0.22 (+0.50%)
VolumeN/A
Net Assets455.81M
FBAFX vs IUASX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. IUASX (456M). IUASX pays higher dividends than FBAFX: IUASX (3.02) vs FBAFX (2.06). 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 : 7.31 vs. IUASX (1.03).
| 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 | 8.275 | 5.362 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 456M | 55,263% |
| Annual Yield % from dividends | 2.06 | 3.02 | 68% |
| Returns for 1 year | 7.31 | 1.03 | 710% |
| Returns for 3 years | 38.17 | 1.94 | 1,964% |
| Returns for 5 years | N/A | 17.93 | - |
| Returns for 10 years | N/A | 10.52 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement