Interact to see
Advertisement
Advertisement
FBAFX vs VTAIX
FBAFX vs VTAIX Comparison
Open Charts FBAFX vs VTAIX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Virtus Tactical Allocation I
Price$11.28
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets654.98M
FBAFX vs VTAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. VTAIX (655M). FBAFX pays higher dividends than VTAIX: FBAFX (2.06) vs VTAIX (1.86). FBAFX was incepted earlier than VTAIX: FBAFX (5 years) vs VTAIX (6 years). VTAIX (0.87) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). FBAFX has a lower initial minimum investment than VTAIX: FBAFX (250) vs VTAIX (100000). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. VTAIX (1.70).
| FBAFX | VTAIX | FBAFX / VTAIX | |
| Total Expense Ratio | 0.34 | 0.76 | 45% |
| Annual Report Gross Expense Ratio | 0.34 | 0.87 | 39% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 8.217 | 8.169 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 655M | 38,473% |
| Annual Yield % from dividends | 2.06 | 1.86 | 111% |
| Returns for 1 year | 8.12 | 1.70 | 478% |
| Returns for 3 years | 37.19 | 27.43 | 136% |
| Returns for 5 years | N/A | 8.45 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement