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FBAFX vs NAINX
FBAFX vs NAINX Comparison
Open Charts FBAFX vs NAINX
American Funds American Balanced 529-F-2
Price$37.59
Change+$0.42 (+1.13%)
VolumeN/A
Net Assets256.44B
Virtus Tactical Allocation A
Price$11.30
Change+$0.14 (+1.25%)
VolumeN/A
Net Assets642.66M
FBAFX vs NAINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. NAINX (643M). FBAFX pays higher dividends than NAINX: FBAFX (2.04) 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 : 8.27 vs. NAINX (-1.25).
| 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 | 10.300 | 7.913 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 643M | 39,813% |
| Annual Yield % from dividends | 2.04 | 1.64 | 124% |
| Returns for 1 year | 8.27 | -1.25 | -660% |
| Returns for 3 years | 35.49 | 18.96 | 187% |
| Returns for 5 years | N/A | -0.56 | - |
| Returns for 10 years | N/A | 47.70 | - |
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