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FBAFX vs ITRAX
FBAFX vs ITRAX Comparison
Open Charts FBAFX vs ITRAX
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 A
Price$28.10
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets6.85B
FBAFX vs ITRAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. ITRAX (6.85B). FBAFX pays higher dividends than ITRAX: FBAFX (2.06) vs ITRAX (1.30). FBAFX was incepted earlier than ITRAX: FBAFX (5 years) vs ITRAX (22 years). ITRAX (1.25) is less costly to investors than FBAFX (0.34). ITRAX is a more actively managed with annual turnover of: 84.00 vs. FBAFX (44.00). ITRAX has a lower initial minimum investment than FBAFX: ITRAX (0) vs FBAFX (250). ITRAX annual gain was more profitable for investors over the last year : 10.00 vs. FBAFX (8.12).
| FBAFX | ITRAX | FBAFX / ITRAX | |
| Total Expense Ratio | 0.34 | 1.25 | 27% |
| Annual Report Gross Expense Ratio | 0.34 | 1.25 | 27% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 8.217 | 6.439 | 128% |
| 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 | 1.30 | 159% |
| Returns for 1 year | 8.12 | 10.00 | 81% |
| Returns for 3 years | 37.19 | 8.98 | 414% |
| Returns for 5 years | N/A | 4.23 | - |
| Returns for 10 years | N/A | 7.72 | - |
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