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FBAFX vs VTAIX
FBAFX vs VTAIX Comparison
Open Charts FBAFX vs VTAIX
American Funds American Balanced 529-F-2
Price$39.03
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
Virtus Tactical Allocation I
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets637.59M
FBAFX vs VTAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. VTAIX (638M). FBAFX (1.97) and VTAIX (1.91) have matching dividends . FBAFX was incepted earlier than VTAIX: FBAFX (5 years) vs VTAIX (7 years). VTAIX (0.87) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). FBAFX has a lower initial minimum investment than VTAIX: FBAFX (250) vs VTAIX (100000). FBAFX annual gain was more profitable for investors over the last year : 9.86 vs. VTAIX (-2.87).
| FBAFX | VTAIX | FBAFX / VTAIX | |
| Total Expense Ratio | 0.34 | 0.76 | 45% |
| Annual Report Gross Expense Ratio | 0.34 | 0.87 | 39% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 14.914 | 8.540 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 638M | 41,693% |
| Annual Yield % from dividends | 1.97 | 1.91 | 103% |
| Returns for 1 year | 9.86 | -2.87 | -343% |
| Returns for 3 years | 53.42 | 32.25 | 166% |
| Returns for 5 years | N/A | -2.27 | - |
| Returns for 10 years | N/A | N/A | - |
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