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AZNAX vs FBAFX
AZNAX vs FBAFX Comparison
Open Charts AZNAX vs FBAFX
Virtus Income & Growth A
Price$11.35
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets4.7B
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
AZNAX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. AZNAX (4.7B). AZNAX pays higher dividends than FBAFX: AZNAX (2.28) vs FBAFX (2.06). AZNAX was incepted earlier than FBAFX: AZNAX (18 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: 61.00 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 : 8.12 vs. AZNAX (4.67).
| AZNAX | FBAFX | AZNAX / FBAFX | |
| Total Expense Ratio | 1.14 | 0.34 | 335% |
| Annual Report Gross Expense Ratio | 1.14 | 0.34 | 335% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 2.699 | 8.217 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 252B | 2% |
| Annual Yield % from dividends | 2.28 | 2.06 | 110% |
| Returns for 1 year | 4.67 | 8.12 | 58% |
| Returns for 3 years | 18.50 | 37.19 | 50% |
| Returns for 5 years | 13.76 | N/A | - |
| Returns for 10 years | 16.04 | N/A | - |
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