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AZNCX vs FBAFX
AZNCX vs FBAFX Comparison
Open Charts AZNCX vs FBAFX
Virtus Income & Growth C
Price$10.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.81B
American Funds American Balanced 529-F-2
Price$39.57
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
AZNCX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 268B vs. AZNCX (4.81B). FBAFX (1.94) and AZNCX (1.90) have matching dividends . AZNCX was incepted earlier than FBAFX: AZNCX (19 years) vs FBAFX (5 years). AZNCX (1.90) is less costly to investors than FBAFX (0.34). AZNCX is a more actively managed with annual turnover of: 76.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than AZNCX: FBAFX (250) vs AZNCX (2500). FBAFX annual gain was more profitable for investors over the last year : 10.25 vs. AZNCX (3.77). FBAFX return over 5 years is better than : 44.98 vs. AZNCX (-0.14).
| AZNCX | FBAFX | AZNCX / FBAFX | |
| Total Expense Ratio | 1.90 | 0.34 | 559% |
| Annual Report Gross Expense Ratio | 1.90 | 0.34 | 559% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 5.674 | 16.503 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 268B | 2% |
| Annual Yield % from dividends | 1.90 | 1.94 | 98% |
| Returns for 1 year | 3.77 | 10.25 | 37% |
| Returns for 3 years | 16.62 | 45.39 | 37% |
| Returns for 5 years | -0.14 | 44.98 | -0% |
| Returns for 10 years | 12.80 | N/A | - |
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