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FBAFX vs POICX
FBAFX vs POICX Comparison
Open Charts FBAFX vs POICX
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation C
Price$12.22
Change-$0.15 (-1.21%)
VolumeN/A
CapitalizationN/A
FBAFX vs POICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. POICX (659M). FBAFX pays higher dividends than POICX: FBAFX (2.47) vs POICX (0.45). FBAFX was incepted earlier than POICX: FBAFX (4 years) vs POICX (25 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). POICX (22.06) and FBAFX (21.17) have marching annual gain over last year.
| FBAFX | POICX | FBAFX / POICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 14.313 | 14.529 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 659M | 35,812% |
| Annual Yield % from dividends | 2.47 | 0.45 | 551% |
| Returns for 1 year | 21.17 | 22.06 | 96% |
| Returns for 3 years | 12.79 | -18.22 | -70% |
| Returns for 5 years | N/A | 23.13 | - |
| Returns for 10 years | N/A | 26.10 | - |
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