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AZNAX vs FBONX
AZNAX vs FBONX Comparison
Open Charts AZNAX vs FBONX
Virtus Income & Growth A
Price$11.63
Change-$0.11 (-0.94%)
VolumeN/A
Net Assets4.73B
American Funds American Balanced 529-F-3
Price$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
AZNAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. AZNAX (4.73B). AZNAX pays higher dividends than FBONX: AZNAX (2.13) vs FBONX (1.93). AZNAX was incepted earlier than FBONX: AZNAX (19 years) vs FBONX (5 years). AZNAX (1.14) is less costly to investors than FBONX (0.30). AZNAX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than AZNAX: FBONX (250) vs AZNAX (2500). FBONX annual gain was more profitable for investors over the last year : 10.92 vs. AZNAX (4.12). FBONX return over 5 years is better than : 44.69 vs. AZNAX (3.17).
| AZNAX | FBONX | AZNAX / FBONX | |
| Total Expense Ratio | 1.14 | 0.30 | 380% |
| Annual Report Gross Expense Ratio | 1.14 | 0.30 | 380% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 6.899 | 18.538 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 269B | 2% |
| Annual Yield % from dividends | 2.13 | 1.93 | 110% |
| Returns for 1 year | 4.12 | 10.92 | 38% |
| Returns for 3 years | 21.57 | 45.83 | 47% |
| Returns for 5 years | 3.17 | 44.69 | 7% |
| Returns for 10 years | 31.24 | N/A | - |
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