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FBAFX vs POICX
FBAFX vs POICX Comparison
Open Charts FBAFX vs POICX
American Funds American Balanced 529-F-2
Price$33.12
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
Virtus Tactical Allocation C
Price$10.47
Change+$0.10 (+0.96%)
VolumeN/A
Net Assets592.81M
FBAFX vs POICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 224B vs. POICX (593M). FBAFX pays higher dividends than POICX: FBAFX (2.22) vs POICX (0.75). FBAFX was incepted earlier than POICX: FBAFX (4 years) vs POICX (26 years). POICX (1.87) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. POICX (37.00). FBAFX has a lower initial minimum investment than POICX: FBAFX (250) vs POICX (2500). FBAFX annual gain was more profitable for investors over the last year : 1.14 vs. POICX (-8.03).
| FBAFX | POICX | FBAFX / POICX | |
| Total Expense Ratio | 0.33 | 1.75 | 19% |
| Annual Report Gross Expense Ratio | 0.33 | 1.87 | 18% |
| Fund Existence | 4 years | 26 years | - |
| Gain YTD | -3.165 | -4.296 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 593M | 37,774% |
| Annual Yield % from dividends | 2.22 | 0.75 | 296% |
| Returns for 1 year | 1.14 | -8.03 | -14% |
| Returns for 3 years | 12.38 | -6.35 | -195% |
| Returns for 5 years | N/A | 9.90 | - |
| Returns for 10 years | N/A | 7.26 | - |