FBAFX
Price
$35.85
Change
+$0.08 (+0.22%)
Updated
Jun 6 closing price
Net Assets
243.43B
IVIPX
Price
$41.47
Change
+$0.30 (+0.73%)
Updated
Jun 6 closing price
Net Assets
446.14M
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FBAFX vs IVIPX

Header iconFBAFX vs IVIPX Comparison
Open Charts FBAFX vs IVIPXBanner chart's image
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
VY® Invesco Equity and Income S2
Price$41.47
Change+$0.30 (+0.73%)
VolumeN/A
Net Assets446.14M
FBAFX vs IVIPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. IVIPX (446M). IVIPX pays higher dividends than FBAFX: IVIPX (3.09) vs FBAFX (2.14). FBAFX was incepted earlier than IVIPX: FBAFX (5 years) vs IVIPX (16 years). IVIPX (1.14) is less costly to investors than FBAFX (0.34). IVIPX is a more actively managed with annual turnover of: 125.00 vs. FBAFX (44.00). IVIPX has a lower initial minimum investment than FBAFX: IVIPX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 7.40 vs. IVIPX (0.28).
FBAFXIVIPXFBAFX / IVIPX
Total Expense Ratio0.341.0233%
Annual Report Gross Expense Ratio0.341.1430%
Fund Existence5 years16 years-
Gain YTD4.8171.329362%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets243B446M54,484%
Annual Yield % from dividends2.143.0969%
Returns for 1 year7.400.282,606%
Returns for 3 years24.45-10.13-241%
Returns for 5 yearsN/A8.65-
Returns for 10 yearsN/A4.74-
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