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FBAFX vs VTARX
FBAFX vs VTARX Comparison
Open Charts FBAFX vs VTARX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation R6
Price$9.61
Change-$1.60 (-14.27%)
VolumeN/A
Net Assets595.64M
FBAFX vs VTARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. VTARX (596M). VTARX pays higher dividends than FBAFX: VTARX (2.59) vs FBAFX (2.11). 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). VTARX (46.00) and FBAFX (44.00) have comparable annual turnover. 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 : 11.64 vs. VTARX (-8.42). FBAFX return over 5 years is better than : 39.18 vs. VTARX (-21.60).
| 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 | 2.481 | -0.415 | -598% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 596M | 45,302% |
| Annual Yield % from dividends | 2.11 | 2.59 | 81% |
| Returns for 1 year | 11.64 | -8.42 | -138% |
| Returns for 3 years | 37.86 | 8.30 | 456% |
| Returns for 5 years | 39.18 | -21.60 | -181% |
| Returns for 10 years | N/A | 1.59 | - |
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