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FBAFX vs POICX
FBAFX vs POICX Comparison
Open Charts FBAFX vs POICX
American Funds American Balanced 529-F-2
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Virtus Tactical Allocation C
Price$11.51
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets646.27M
FBAFX vs POICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 248B vs. POICX (646M). FBAFX pays higher dividends than POICX: FBAFX (2.14) vs POICX (0.72). 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 : 7.63 vs. POICX (-0.15).
| 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 | 6.867 | 5.965 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 646M | 38,390% |
| Annual Yield % from dividends | 2.14 | 0.72 | 300% |
| Returns for 1 year | 7.63 | -0.15 | -5,215% |
| Returns for 3 years | 34.77 | 19.78 | 176% |
| Returns for 5 years | N/A | 4.68 | - |
| Returns for 10 years | N/A | 26.89 | - |
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