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FBAFX vs IVIPX
FBAFX vs IVIPX Comparison
Open Charts FBAFX vs IVIPX
American Funds American Balanced 529-F-2
Price$32.97
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
VY® Invesco Equity and Income S2
Price$38.33
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets423.34M
FBAFX vs IVIPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 225B vs. IVIPX (423M). IVIPX pays higher dividends than FBAFX: IVIPX (3.10) vs FBAFX (2.22). FBAFX was incepted earlier than IVIPX: FBAFX (4 years) vs IVIPX (16 years). IVIPX (1.12) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. IVIPX (144.00). 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 : 2.84 vs. IVIPX (-4.40).
| FBAFX | IVIPX | FBAFX / IVIPX | |
| Total Expense Ratio | 0.33 | 1.02 | 32% |
| Annual Report Gross Expense Ratio | 0.33 | 1.12 | 29% |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | -3.604 | -4.996 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 423M | 53,191% |
| Annual Yield % from dividends | 2.22 | 3.10 | 71% |
| Returns for 1 year | 2.84 | -4.40 | -64% |
| Returns for 3 years | 12.01 | -17.84 | -67% |
| Returns for 5 years | N/A | 15.04 | - |
| Returns for 10 years | N/A | -1.40 | - |
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