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FBAFX vs VTAIX
FBAFX vs VTAIX Comparison
Open Charts FBAFX vs VTAIX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.88
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
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FBAFX vs VTAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. VTAIX (669M). FBAFX pays higher dividends than VTAIX: FBAFX (2.47) vs VTAIX (1.39). FBAFX was incepted earlier than VTAIX: FBAFX (4 years) vs VTAIX (6 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. VTAIX (23.00). FBAFX has a lower initial minimum investment than VTAIX: FBAFX (250) vs VTAIX (100000). VTAIX annual gain was more profitable for investors over the last year : 26.87 vs. FBAFX (24.73).
| FBAFX | VTAIX | FBAFX / VTAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 14.250 | 15.144 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 669M | 35,277% |
| Annual Yield % from dividends | 2.47 | 1.39 | 177% |
| Returns for 1 year | 24.73 | 26.87 | 92% |
| Returns for 3 years | 17.24 | -12.43 | -139% |
| Returns for 5 years | N/A | 30.36 | - |
| Returns for 10 years | N/A | N/A | - |