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FBAFX vs POICX
FBAFX vs POICX Comparison
Open Charts FBAFX vs POICX
American Funds American Balanced 529-F-2
Price$34.92
Change-$0.33 (-0.94%)
VolumeN/A
Net Assets241.5B
Virtus Tactical Allocation C
Price$11.02
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets642.01M
FBAFX vs POICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. POICX (642M). FBAFX pays higher dividends than POICX: FBAFX (2.47) vs POICX (0.45). FBAFX was incepted earlier than POICX: FBAFX (4 years) vs POICX (26 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. POICX (23.00). 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 : 6.94 vs. POICX (-2.80).
| FBAFX | POICX | FBAFX / POICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 26 years | - |
| Gain YTD | 1.719 | 2.306 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 642M | 37,695% |
| Annual Yield % from dividends | 2.47 | 0.45 | 551% |
| Returns for 1 year | 6.94 | -2.80 | -248% |
| Returns for 3 years | 17.67 | -1.38 | -1,281% |
| Returns for 5 years | N/A | 5.92 | - |
| Returns for 10 years | N/A | 16.07 | - |
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