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FBAFX vs ITCTX
FBAFX vs ITCTX Comparison
Open Charts FBAFX vs ITCTX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
VY® T. Rowe Price Capital Apprec S2
Price$28.73
Change-$0.23 (-0.79%)
VolumeN/A
Net Assets6.69B
FBAFX vs ITCTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. ITCTX (6.69B). ITCTX pays higher dividends than FBAFX: ITCTX (2.72) vs FBAFX (2.14). 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 : 8.39 vs. FBAFX (5.57).
| 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 | 4.578 | 3.868 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 6.69B | 3,649% |
| Annual Yield % from dividends | 2.14 | 2.72 | 79% |
| Returns for 1 year | 5.57 | 8.39 | 66% |
| Returns for 3 years | 34.68 | 10.92 | 318% |
| Returns for 5 years | N/A | 6.88 | - |
| Returns for 10 years | N/A | 11.41 | - |
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