Ad is loading...
FBAFX vs VTARX
FBAFX vs VTARX Comparison
Open Charts FBAFX vs VTARX
American Funds American Balanced 529-F-2
Price$35.01
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Virtus Tactical Allocation R6
Price$10.60
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets640.87M
FBAFX vs VTARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. VTARX (641M). FBAFX pays higher dividends than VTARX: FBAFX (2.47) vs VTARX (1.70). FBAFX was incepted earlier than VTARX: FBAFX (4 years) vs VTARX (4 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. VTARX (23.00). FBAFX has a lower initial minimum investment than VTARX: FBAFX (250) vs VTARX (2500000). FBAFX annual gain was more profitable for investors over the last year : 12.58 vs. VTARX (4.35).
| FBAFX | VTARX | FBAFX / VTARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 1.981 | 0.952 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 641M | 37,441% |
| Annual Yield % from dividends | 2.47 | 1.70 | 146% |
| Returns for 1 year | 12.58 | 4.35 | 289% |
| Returns for 3 years | 14.73 | -7.45 | -198% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers