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AZNAX vs FBONX
AZNAX vs FBONX Comparison
Open Charts AZNAX vs FBONX
Virtus Income & Growth A
Price$11.58
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets4.76B
American Funds American Balanced 529-F-3
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
AZNAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 265B vs. AZNAX (4.76B). AZNAX pays higher dividends than FBONX: AZNAX (2.17) vs FBONX (2.00). 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 : 9.00 vs. AZNAX (5.09).
| 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 | 5.265 | 14.886 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 265B | 2% |
| Annual Yield % from dividends | 2.17 | 2.00 | 108% |
| Returns for 1 year | 5.09 | 9.00 | 57% |
| Returns for 3 years | 23.87 | 52.65 | 45% |
| Returns for 5 years | 6.22 | N/A | - |
| Returns for 10 years | 24.45 | N/A | - |
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