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FBAFX vs POICX
FBAFX vs POICX Comparison
Open Charts FBAFX vs POICX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Virtus Tactical Allocation C
Price$11.66
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets651.8M
FBAFX vs POICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. POICX (652M). FBAFX pays higher dividends than POICX: FBAFX (2.06) vs POICX (0.83). 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 : 10.54 vs. POICX (2.57).
| 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 | 9.185 | 7.908 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 652M | 38,957% |
| Annual Yield % from dividends | 2.06 | 0.83 | 250% |
| Returns for 1 year | 10.54 | 2.57 | 410% |
| Returns for 3 years | 36.84 | 21.86 | 169% |
| Returns for 5 years | N/A | 2.55 | - |
| Returns for 10 years | N/A | 29.63 | - |
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