Interact to see
Advertisement
Advertisement
FBAFX vs NAINX
FBAFX vs NAINX Comparison
Open Charts FBAFX vs NAINX
American Funds American Balanced 529-F-2
Price$39.57
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
Virtus Tactical Allocation A
Price$11.22
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets627.02M
FBAFX vs NAINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 268B vs. NAINX (627M). FBAFX pays higher dividends than NAINX: FBAFX (1.94) vs NAINX (1.69). 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 : 10.25 vs. NAINX (-5.76). FBAFX return over 5 years is better than : 44.98 vs. NAINX (-6.22).
| 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 | 16.503 | 7.648 | 216% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 627M | 42,743% |
| Annual Yield % from dividends | 1.94 | 1.69 | 115% |
| Returns for 1 year | 10.25 | -5.76 | -178% |
| Returns for 3 years | 45.39 | 23.95 | 190% |
| Returns for 5 years | 44.98 | -6.22 | -723% |
| Returns for 10 years | N/A | 45.79 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement