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AZNAX vs FBONX
AZNAX vs FBONX Comparison
Open Charts AZNAX vs FBONX
Virtus Income & Growth A
Price$11.35
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets4.7B
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
AZNAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. AZNAX (4.7B). AZNAX pays higher dividends than FBONX: AZNAX (2.28) vs FBONX (2.10). AZNAX was incepted earlier than FBONX: AZNAX (18 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 : 8.16 vs. AZNAX (4.67).
| AZNAX | FBONX | AZNAX / FBONX | |
| Total Expense Ratio | 1.14 | 0.30 | 380% |
| Annual Report Gross Expense Ratio | 1.14 | 0.30 | 380% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 2.699 | 8.208 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 252B | 2% |
| Annual Yield % from dividends | 2.28 | 2.10 | 108% |
| Returns for 1 year | 4.67 | 8.16 | 57% |
| Returns for 3 years | 18.50 | 37.33 | 50% |
| Returns for 5 years | 13.76 | N/A | - |
| Returns for 10 years | 16.04 | N/A | - |