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FBAFX vs ITRIX
FBAFX vs ITRIX Comparison
Open Charts FBAFX vs ITRIX
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 I
Price$30.14
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets6.85B
FBAFX vs ITRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. ITRIX (6.85B). ITRIX pays higher dividends than FBAFX: ITRIX (2.76) vs FBAFX (2.06). FBAFX was incepted earlier than ITRIX: FBAFX (5 years) vs ITRIX (22 years). ITRIX (0.65) is less costly to investors than FBAFX (0.34). ITRIX is a more actively managed with annual turnover of: 84.00 vs. FBAFX (44.00). ITRIX has a lower initial minimum investment than FBAFX: ITRIX (0) vs FBAFX (250). ITRIX annual gain was more profitable for investors over the last year : 10.77 vs. FBAFX (8.12).
| FBAFX | ITRIX | FBAFX / ITRIX | |
| Total Expense Ratio | 0.34 | 0.65 | 52% |
| Annual Report Gross Expense Ratio | 0.34 | 0.65 | 52% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 8.217 | 6.766 | 121% |
| 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 | 2.76 | 75% |
| Returns for 1 year | 8.12 | 10.77 | 75% |
| Returns for 3 years | 37.19 | 13.28 | 280% |
| Returns for 5 years | N/A | 10.99 | - |
| Returns for 10 years | N/A | 20.14 | - |
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