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FBAFX vs VTARX
FBAFX vs VTARX Comparison
Open Charts FBAFX vs VTARX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Virtus Tactical Allocation R6
Price$11.05
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets625.73M
FBAFX vs VTARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. VTARX (626M). VTARX pays higher dividends than FBAFX: VTARX (2.06) vs FBAFX (1.94). FBAFX was incepted earlier than VTARX: FBAFX (5 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). FBAFX has a lower initial minimum investment than VTARX: FBAFX (250) vs VTARX (2500000). FBAFX annual gain was more profitable for investors over the last year : 10.25 vs. VTARX (-5.41). FBAFX return over 5 years is better than : 44.98 vs. VTARX (-4.44).
| FBAFX | VTARX | FBAFX / VTARX | |
| Total Expense Ratio | 0.34 | 0.60 | 57% |
| Annual Report Gross Expense Ratio | 0.34 | 0.76 | 45% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 16.503 | 8.002 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 626M | 42,971% |
| Annual Yield % from dividends | 1.94 | 2.06 | 94% |
| Returns for 1 year | 10.25 | -5.41 | -190% |
| Returns for 3 years | 45.39 | 25.37 | 179% |
| Returns for 5 years | 44.98 | -4.44 | -1,013% |
| Returns for 10 years | N/A | N/A | - |
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