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AZNAX vs FBAFX
AZNAX vs FBAFX Comparison
Open Charts AZNAX vs FBAFX
Virtus Income & Growth A
Price$11.75
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets4.77B
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
AZNAX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. AZNAX (4.77B). AZNAX (2.16) and FBAFX (2.11) have matching dividends . 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 : 11.64 vs. AZNAX (5.71). FBAFX return over 5 years is better than : 39.18 vs. AZNAX (-1.30).
| 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 | 1.424 | 2.481 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.77B | 270B | 2% |
| Annual Yield % from dividends | 2.16 | 2.11 | 103% |
| Returns for 1 year | 5.71 | 11.64 | 49% |
| Returns for 3 years | 18.81 | 37.86 | 50% |
| Returns for 5 years | -1.30 | 39.18 | -3% |
| Returns for 10 years | 42.19 | N/A | - |
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