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FBAFX vs VTAIX
FBAFX vs VTAIX Comparison
Open Charts FBAFX vs VTAIX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation I
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
FBAFX vs VTAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. VTAIX (619M). VTAIX (1.92) and FBAFX (1.90) have matching dividends . FBAFX was incepted earlier than VTAIX: FBAFX (5 years) vs VTAIX (7 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 : 10.04 vs. VTAIX (-7.42). FBAFX return over 5 years is better than : 42.47 vs. VTAIX (-9.55).
| 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 | 7 years | - |
| Gain YTD | 17.387 | 7.480 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 619M | 43,457% |
| Annual Yield % from dividends | 1.90 | 1.92 | 99% |
| Returns for 1 year | 10.04 | -7.42 | -135% |
| Returns for 3 years | 42.67 | 21.48 | 199% |
| Returns for 5 years | 42.47 | -9.55 | -445% |
| Returns for 10 years | N/A | N/A | - |
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