Ad is loading...
FBAFX vs IVIPX
FBAFX vs IVIPX Comparison
Open Charts FBAFX vs IVIPX
American Funds American Balanced 529-F-2
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
VY® Invesco Equity and Income S2
Price$40.00
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets435.81M
FBAFX vs IVIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. IVIPX (436M). IVIPX pays higher dividends than FBAFX: IVIPX (3.19) vs FBAFX (2.22). FBAFX was incepted earlier than IVIPX: FBAFX (5 years) vs IVIPX (16 years). IVIPX (1.12) 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 : 4.99 vs. IVIPX (-3.19).
| FBAFX | IVIPX | FBAFX / IVIPX | |
| Total Expense Ratio | 0.34 | 1.02 | 33% |
| Annual Report Gross Expense Ratio | 0.34 | 1.12 | 30% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 0.519 | -2.018 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 436M | 53,670% |
| Annual Yield % from dividends | 2.22 | 3.19 | 70% |
| Returns for 1 year | 4.99 | -3.19 | -157% |
| Returns for 3 years | 24.09 | -9.78 | -246% |
| Returns for 5 years | N/A | 16.43 | - |
| Returns for 10 years | N/A | 1.37 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SHDYX | 8.79 | 0.18 | +2.09% |
| American Beacon Shapiro SMID Cap Eq Y | |||
| WLGYX | 36.25 | 0.22 | +0.61% |
| Macquarie Large Cap Growth Fund Y | |||
| BAFGX | 16.96 | N/A | N/A |
| Brown Advisory Growth Equity Inst | |||
| CRIRX | 27.94 | N/A | N/A |
| Columbia Acorn International Sel Inst2 | |||
| IASRX | 21.53 | -0.03 | -0.14% |
| Macquarie Asset Strategy Fund Cl R | |||