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FBAFX vs VTAIX
FBAFX vs VTAIX Comparison
Open Charts FBAFX vs VTAIX
American Funds American Balanced 529-F-2
Price$38.51
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation I
Price$9.81
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets603.1M
FBAFX vs VTAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. VTAIX (603M). VTAIX pays higher dividends than FBAFX: VTAIX (2.43) vs FBAFX (2.16). 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 : 13.55 vs. VTAIX (-4.90). FBAFX return over 5 years is better than : 40.75 vs. VTAIX (-18.57).
| 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 | 2.721 | 1.343 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 603M | 44,776% |
| Annual Yield % from dividends | 2.16 | 2.43 | 89% |
| Returns for 1 year | 13.55 | -4.90 | -276% |
| Returns for 3 years | 39.34 | 13.04 | 302% |
| Returns for 5 years | 40.75 | -18.57 | -219% |
| Returns for 10 years | N/A | N/A | - |
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