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AZNAX vs FBAFX
AZNAX vs FBAFX Comparison
Open Charts AZNAX vs FBAFX
Virtus Income & Growth A
Price$11.53
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets4.75B
American Funds American Balanced 529-F-2
Price$38.17
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets259.11B
AZNAX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 259B vs. AZNAX (4.75B). AZNAX pays higher dividends than FBAFX: AZNAX (2.19) vs FBAFX (2.01). 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: 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 : 10.23 vs. AZNAX (6.75).
| 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 | 4.409 | 11.562 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 259B | 2% |
| Annual Yield % from dividends | 2.19 | 2.01 | 109% |
| Returns for 1 year | 6.75 | 10.23 | 66% |
| Returns for 3 years | 17.78 | 42.07 | 42% |
| Returns for 5 years | 8.18 | N/A | - |
| Returns for 10 years | 23.23 | N/A | - |
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