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FBAFX vs VTARX
FBAFX vs VTARX Comparison
Open Charts FBAFX vs VTARX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Virtus Tactical Allocation R6
Price$11.02
Change-$0.13 (-1.17%)
VolumeN/A
Net Assets641.83M
FBAFX vs VTARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. VTARX (642M). FBAFX pays higher dividends than VTARX: FBAFX (2.14) vs VTARX (1.92). 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 : 5.57 vs. VTARX (0.07).
| 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 | 4.578 | 5.330 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 642M | 38,006% |
| Annual Yield % from dividends | 2.14 | 1.92 | 111% |
| Returns for 1 year | 5.57 | 0.07 | 7,892% |
| Returns for 3 years | 34.68 | 26.68 | 130% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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