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AZNCX vs FBONX
AZNCX vs FBONX Comparison
Open Charts AZNCX vs FBONX
Virtus Income & Growth C
Price$9.99
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets4.77B
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
AZNCX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. AZNCX (4.77B). FBONX (1.93) and AZNCX (1.91) have matching dividends . AZNCX was incepted earlier than FBONX: AZNCX (19 years) vs FBONX (5 years). AZNCX (1.90) is less costly to investors than FBONX (0.30). AZNCX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than AZNCX: FBONX (250) vs AZNCX (2500). FBONX annual gain was more profitable for investors over the last year : 9.61 vs. AZNCX (2.36). FBONX return over 5 years is better than : 43.00 vs. AZNCX (-4.36).
| AZNCX | FBONX | AZNCX / FBONX | |
| Total Expense Ratio | 1.90 | 0.30 | 633% |
| Annual Report Gross Expense Ratio | 1.90 | 0.30 | 633% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 4.623 | 16.889 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.77B | 269B | 2% |
| Annual Yield % from dividends | 1.91 | 1.93 | 99% |
| Returns for 1 year | 2.36 | 9.61 | 25% |
| Returns for 3 years | 14.02 | 42.16 | 33% |
| Returns for 5 years | -4.36 | 43.00 | -10% |
| Returns for 10 years | 10.32 | N/A | - |
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