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FBAFX vs NAINX
FBAFX vs NAINX Comparison
Open Charts FBAFX vs NAINX
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Virtus Tactical Allocation A
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets647.21M
FBAFX vs NAINX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. NAINX (647M). FBAFX pays higher dividends than NAINX: FBAFX (2.14) vs NAINX (1.54). FBAFX was incepted earlier than NAINX: FBAFX (5 years) vs NAINX (85 years). NAINX (1.07) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). FBAFX has a lower initial minimum investment than NAINX: FBAFX (250) vs NAINX (2500). FBAFX annual gain was more profitable for investors over the last year : 7.40 vs. NAINX (0.21).
| FBAFX | NAINX | FBAFX / NAINX | |
| Total Expense Ratio | 0.34 | 0.99 | 34% |
| Annual Report Gross Expense Ratio | 0.34 | 1.07 | 32% |
| Fund Existence | 5 years | 85 years | - |
| Gain YTD | 4.817 | 5.768 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 647M | 37,558% |
| Annual Yield % from dividends | 2.14 | 1.54 | 139% |
| Returns for 1 year | 7.40 | 0.21 | 3,544% |
| Returns for 3 years | 24.45 | 14.88 | 164% |
| Returns for 5 years | N/A | 7.09 | - |
| Returns for 10 years | N/A | 26.90 | - |
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