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AZNAX vs FBAFX
AZNAX vs FBAFX Comparison
Open Charts AZNAX vs FBAFX
Virtus Income & Growth A
Price$11.61
Change-$0.15 (-1.28%)
VolumeN/A
Net Assets4.74B
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
AZNAX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. AZNAX (4.74B). AZNAX pays higher dividends than FBAFX: AZNAX (2.12) vs FBAFX (1.94). AZNAX was incepted earlier than FBAFX: AZNAX (19 years) vs FBAFX (5 years). AZNAX (1.14) is less costly to investors than FBAFX (0.34). AZNAX is a more actively managed with annual turnover of: 76.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than AZNAX: FBAFX (250) vs AZNAX (2500). FBAFX annual gain was more profitable for investors over the last year : 10.25 vs. AZNAX (5.41). FBAFX return over 5 years is better than : 44.98 vs. AZNAX (7.50).
| AZNAX | FBAFX | AZNAX / FBAFX | |
| Total Expense Ratio | 1.14 | 0.34 | 335% |
| Annual Report Gross Expense Ratio | 1.14 | 0.34 | 335% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 7.081 | 16.503 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 269B | 2% |
| Annual Yield % from dividends | 2.12 | 1.94 | 109% |
| Returns for 1 year | 5.41 | 10.25 | 53% |
| Returns for 3 years | 22.13 | 45.39 | 49% |
| Returns for 5 years | 7.50 | 44.98 | 17% |
| Returns for 10 years | 28.84 | N/A | - |
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