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FBAFX vs VTARX
FBAFX vs VTARX Comparison
Open Charts FBAFX vs VTARX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Virtus Tactical Allocation R6
Price$11.26
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets654.98M
FBAFX vs VTARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. VTARX (655M). FBAFX (2.06) and VTARX (2.01) have matching dividends . 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 : 8.12 vs. VTARX (1.78).
| 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 | 8.217 | 8.265 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 655M | 38,473% |
| Annual Yield % from dividends | 2.06 | 2.01 | 102% |
| Returns for 1 year | 8.12 | 1.78 | 457% |
| Returns for 3 years | 37.19 | 27.94 | 133% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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