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FBAFX vs VTARX
FBAFX vs VTARX Comparison
Open Charts FBAFX vs VTARX
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
Virtus Tactical Allocation R6
Price$10.49
Change+$0.16 (+1.55%)
VolumeN/A
Net Assets607.82M
FBAFX vs VTARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. VTARX (608M). FBAFX pays higher dividends than VTARX: FBAFX (2.22) vs VTARX (2.02). FBAFX was incepted earlier than VTARX: FBAFX (4 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. VTARX (37.00). 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 : 4.44 vs. VTARX (-2.01).
| FBAFX | VTARX | FBAFX / VTARX | |
| Total Expense Ratio | 0.33 | 0.60 | 55% |
| Annual Report Gross Expense Ratio | 0.33 | 0.76 | 43% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -1.440 | -1.265 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 608M | 37,336% |
| Annual Yield % from dividends | 2.22 | 2.02 | 110% |
| Returns for 1 year | 4.44 | -2.01 | -221% |
| Returns for 3 years | 16.56 | 2.51 | 661% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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