Interact to see
Advertisement
Advertisement
FBAFX vs VTAIX
FBAFX vs VTAIX Comparison
Open Charts FBAFX vs VTAIX
American Funds American Balanced 529-F-2
Price$37.45
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets256.44B
Virtus Tactical Allocation I
Price$11.22
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets642.66M
FBAFX vs VTAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. VTAIX (643M). FBAFX pays higher dividends than VTAIX: FBAFX (2.04) vs VTAIX (1.87). 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 : 6.94 vs. VTAIX (-1.86).
| 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 | 9.889 | 8.073 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 643M | 39,813% |
| Annual Yield % from dividends | 2.04 | 1.87 | 109% |
| Returns for 1 year | 6.94 | -1.86 | -373% |
| Returns for 3 years | 35.95 | 20.44 | 176% |
| Returns for 5 years | N/A | -1.85 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement