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AZNAX vs FBAFX
AZNAX vs FBAFX Comparison
Open Charts AZNAX vs FBAFX
Virtus Income & Growth A
Price$11.22
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-2
Price$36.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AZNAX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. AZNAX (4.94B). FBAFX pays higher dividends than AZNAX: FBAFX (2.47) vs AZNAX (1.98). AZNAX was incepted earlier than FBAFX: AZNAX (18 years) vs FBAFX (4 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. AZNAX (42.00). FBAFX has a lower initial minimum investment than AZNAX: FBAFX (250) vs AZNAX (2500). FBAFX annual gain was more profitable for investors over the last year : 21.28 vs. AZNAX (9.57).
| AZNAX | FBAFX | AZNAX / FBAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 4 years | - |
| Gain YTD | 4.411 | 12.953 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 234B | 2% |
| Annual Yield % from dividends | 1.98 | 2.47 | 80% |
| Returns for 1 year | 9.57 | 21.28 | 45% |
| Returns for 3 years | -10.59 | 14.69 | -72% |
| Returns for 5 years | 12.79 | N/A | - |
| Returns for 10 years | 8.35 | N/A | - |