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FBAFX vs NAINX
FBAFX vs NAINX Comparison
Open Charts FBAFX vs NAINX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation A
Price$11.18
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
FBAFX vs NAINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. NAINX (619M). FBAFX pays higher dividends than NAINX: FBAFX (1.90) vs NAINX (1.70). FBAFX was incepted earlier than NAINX: FBAFX (5 years) vs NAINX (85 years). NAINX (1.07) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). FBAFX has a lower initial minimum investment than NAINX: FBAFX (250) vs NAINX (2500). FBAFX annual gain was more profitable for investors over the last year : 9.57 vs. NAINX (-7.73). FBAFX return over 5 years is better than : 42.71 vs. NAINX (-10.30).
| FBAFX | NAINX | FBAFX / NAINX | |
| Total Expense Ratio | 0.34 | 0.99 | 34% |
| Annual Report Gross Expense Ratio | 0.34 | 1.07 | 32% |
| Fund Existence | 5 years | 85 years | - |
| Gain YTD | 16.857 | 6.881 | 245% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 619M | 43,457% |
| Annual Yield % from dividends | 1.90 | 1.70 | 112% |
| Returns for 1 year | 9.57 | -7.73 | -124% |
| Returns for 3 years | 42.02 | 20.27 | 207% |
| Returns for 5 years | 42.71 | -10.30 | -415% |
| Returns for 10 years | N/A | 41.95 | - |
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