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AZNAX vs FBONX
AZNAX vs FBONX Comparison
Open Charts AZNAX vs FBONX
Virtus Income & Growth A
Price$11.53
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets4.75B
American Funds American Balanced 529-F-3
Price$38.17
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
AZNAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. AZNAX (4.75B). AZNAX pays higher dividends than FBONX: AZNAX (2.19) vs FBONX (2.05). 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: 61.00 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 : 10.27 vs. AZNAX (6.75).
| 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 | 4.409 | 11.583 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 259B | 2% |
| Annual Yield % from dividends | 2.19 | 2.05 | 107% |
| Returns for 1 year | 6.75 | 10.27 | 66% |
| Returns for 3 years | 17.78 | 42.21 | 42% |
| Returns for 5 years | 8.18 | N/A | - |
| Returns for 10 years | 23.23 | N/A | - |
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