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FBAFX vs VTARX
FBAFX vs VTARX Comparison
Open Charts FBAFX vs VTARX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation R6
Price$11.13
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
FBAFX vs VTARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. VTARX (619M). VTARX pays higher dividends than FBAFX: VTARX (2.07) vs FBAFX (1.90). 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 : 9.57 vs. VTARX (-7.39). FBAFX return over 5 years is better than : 42.71 vs. VTARX (-8.61).
| 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 | 16.857 | 7.229 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 619M | 43,457% |
| Annual Yield % from dividends | 1.90 | 2.07 | 92% |
| Returns for 1 year | 9.57 | -7.39 | -130% |
| Returns for 3 years | 42.02 | 21.52 | 195% |
| Returns for 5 years | 42.71 | -8.61 | -496% |
| Returns for 10 years | N/A | N/A | - |
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