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FBAFX vs POICX
FBAFX vs POICX Comparison
Open Charts FBAFX vs POICX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Virtus Tactical Allocation C
Price$11.41
Change-$0.12 (-1.04%)
VolumeN/A
Net Assets625.73M
FBAFX vs POICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. POICX (626M). FBAFX pays higher dividends than POICX: FBAFX (1.94) vs POICX (0.90). FBAFX was incepted earlier than POICX: FBAFX (5 years) vs POICX (26 years). POICX (1.87) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. POICX (37.00). FBAFX has a lower initial minimum investment than POICX: FBAFX (250) vs POICX (2500). FBAFX annual gain was more profitable for investors over the last year : 9.01 vs. POICX (-6.17). FBAFX return over 5 years is better than : 43.18 vs. POICX (-9.09).
| FBAFX | POICX | FBAFX / POICX | |
| Total Expense Ratio | 0.34 | 1.75 | 19% |
| Annual Report Gross Expense Ratio | 0.34 | 1.87 | 18% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 15.061 | 6.960 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 626M | 42,971% |
| Annual Yield % from dividends | 1.94 | 0.90 | 215% |
| Returns for 1 year | 9.01 | -6.17 | -146% |
| Returns for 3 years | 44.43 | 21.66 | 205% |
| Returns for 5 years | 43.18 | -9.09 | -475% |
| Returns for 10 years | N/A | 37.11 | - |
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