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FBAFX vs NAINX
FBAFX vs NAINX Comparison
Open Charts FBAFX vs NAINX
American Funds American Balanced 529-F-2
Price$35.33
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Virtus Tactical Allocation A
Price$10.80
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets642.9M
FBAFX vs NAINX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. NAINX (643M). FBAFX pays higher dividends than NAINX: FBAFX (2.47) vs NAINX (1.19). FBAFX was incepted earlier than NAINX: FBAFX (4 years) vs NAINX (85 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). FBAFX annual gain was more profitable for investors over the last year : 9.47 vs. NAINX (-1.35).
| FBAFX | NAINX | FBAFX / NAINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 85 years | - |
| Gain YTD | 2.913 | 2.370 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 643M | 37,636% |
| Annual Yield % from dividends | 2.47 | 1.19 | 208% |
| Returns for 1 year | 9.47 | -1.35 | -701% |
| Returns for 3 years | 20.04 | -2.90 | -692% |
| Returns for 5 years | N/A | 5.94 | - |
| Returns for 10 years | N/A | 21.30 | - |
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