FBAFX
Price
$36.42
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
249.42B
IVIPX
Price
$42.37
Change
+$0.30 (+0.71%)
Updated
Jun 26 closing price
Net Assets
451.8M
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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$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets249.42B
VY® Invesco Equity and Income S2
Price$42.37
Change+$0.30 (+0.71%)
VolumeN/A
Net Assets451.8M
FBAFX vs IVIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 249B vs. IVIPX (452M). 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 : 7.63 vs. IVIPX (2.36).
FBAFXIVIPXFBAFX / IVIPX
Total Expense Ratio0.341.0233%
Annual Report Gross Expense Ratio0.341.1430%
Fund Existence5 years16 years-
Gain YTD6.8673.544194%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets249B452M55,088%
Annual Yield % from dividends2.143.0969%
Returns for 1 year7.632.36324%
Returns for 3 years34.77-1.97-1,765%
Returns for 5 yearsN/A20.27-
Returns for 10 yearsN/A7.84-
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