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FBAFX vs NAINX
FBAFX vs NAINX Comparison
Open Charts FBAFX vs NAINX
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation A
Price$11.95
Change-$0.14 (-1.16%)
VolumeN/A
CapitalizationN/A
FBAFX vs NAINX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. NAINX (659M). FBAFX pays higher dividends than NAINX: FBAFX (2.47) vs NAINX (1.19). FBAFX was incepted earlier than NAINX: FBAFX (4 years) vs NAINX (84 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. NAINX (23.00). FBAFX has a lower initial minimum investment than NAINX: FBAFX (250) vs NAINX (2500). NAINX annual gain was more profitable for investors over the last year : 23.06 vs. FBAFX (21.17).
| FBAFX | NAINX | FBAFX / NAINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 84 years | - |
| Gain YTD | 14.313 | 15.291 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 659M | 35,812% |
| Annual Yield % from dividends | 2.47 | 1.19 | 208% |
| Returns for 1 year | 21.17 | 23.06 | 92% |
| Returns for 3 years | 12.79 | -16.54 | -77% |
| Returns for 5 years | N/A | 27.53 | - |
| Returns for 10 years | N/A | 33.60 | - |
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