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FBAFX vs POICX
FBAFX vs POICX Comparison
Open Charts FBAFX vs POICX
American Funds American Balanced 529-F-2
Price$34.90
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
Virtus Tactical Allocation C
Price$11.29
Change+$0.17 (+1.53%)
VolumeN/A
Net Assets632.32M
FBAFX vs POICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. POICX (632M). FBAFX pays higher dividends than POICX: FBAFX (2.22) vs POICX (0.74). FBAFX was incepted earlier than POICX: FBAFX (5 years) vs POICX (26 years). POICX (1.87) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 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 : 4.28 vs. POICX (-1.12).
| FBAFX | POICX | FBAFX / POICX | |
| Total Expense Ratio | 0.34 | 1.75 | 19% |
| Annual Report Gross Expense Ratio | 0.34 | 1.87 | 18% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 0.431 | 2.626 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 632M | 37,025% |
| Annual Yield % from dividends | 2.22 | 0.74 | 302% |
| Returns for 1 year | 4.28 | -1.12 | -384% |
| Returns for 3 years | 22.58 | 12.99 | 174% |
| Returns for 5 years | N/A | 10.06 | - |
| Returns for 10 years | N/A | 13.89 | - |
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