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FBAFX vs NAINX
FBAFX vs NAINX Comparison
Open Charts FBAFX vs NAINX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Virtus Tactical Allocation A
Price$11.35
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets651M
FBAFX vs NAINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. NAINX (651M). FBAFX pays higher dividends than NAINX: FBAFX (2.06) vs NAINX (1.64). 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 : 10.54 vs. NAINX (2.89).
| 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 | 9.185 | 8.199 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 651M | 39,017% |
| Annual Yield % from dividends | 2.06 | 1.64 | 126% |
| Returns for 1 year | 10.54 | 2.89 | 364% |
| Returns for 3 years | 36.84 | 23.90 | 154% |
| Returns for 5 years | N/A | 5.62 | - |
| Returns for 10 years | N/A | 37.49 | - |
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