Ad is loading...
FBAFX vs VTAIX
FBAFX vs VTAIX Comparison
Open Charts FBAFX vs VTAIX
American Funds American Balanced 529-F-2
Price$35.33
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Virtus Tactical Allocation I
Price$10.77
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets642.9M
FBAFX vs VTAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. VTAIX (643M). 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). FBAFX annual gain was more profitable for investors over the last year : 9.47 vs. VTAIX (-1.13).
| 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 | 2.913 | 2.376 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 643M | 37,636% |
| Annual Yield % from dividends | 2.47 | 1.39 | 177% |
| Returns for 1 year | 9.47 | -1.13 | -840% |
| Returns for 3 years | 20.04 | -2.26 | -888% |
| Returns for 5 years | N/A | 7.05 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers