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FBAFX vs ITCTX
FBAFX vs ITCTX Comparison
Open Charts FBAFX vs ITCTX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
VY® T. Rowe Price Capital Apprec S2
Price$29.47
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets6.85B
FBAFX vs ITCTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. ITCTX (6.85B). ITCTX pays higher dividends than FBAFX: ITCTX (2.63) vs FBAFX (2.06). FBAFX was incepted earlier than ITCTX: FBAFX (5 years) vs ITCTX (23 years). ITCTX (1.05) is less costly to investors than FBAFX (0.34). ITCTX is a more actively managed with annual turnover of: 84.00 vs. FBAFX (44.00). ITCTX has a lower initial minimum investment than FBAFX: ITCTX (0) vs FBAFX (250). ITCTX annual gain was more profitable for investors over the last year : 10.29 vs. FBAFX (8.12).
| FBAFX | ITCTX | FBAFX / ITCTX | |
| Total Expense Ratio | 0.34 | 1.05 | 32% |
| Annual Report Gross Expense Ratio | 0.34 | 1.05 | 32% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 8.217 | 6.544 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 6.85B | 3,678% |
| Annual Yield % from dividends | 2.06 | 2.63 | 78% |
| Returns for 1 year | 8.12 | 10.29 | 79% |
| Returns for 3 years | 37.19 | 11.51 | 323% |
| Returns for 5 years | N/A | 8.15 | - |
| Returns for 10 years | N/A | 14.35 | - |
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