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AZNIX vs FBONX
AZNIX vs FBONX Comparison
Open Charts AZNIX vs FBONX
Virtus Income & Growth Inst
Price$12.42
Change+$0.03 (+0.24%)
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
AZNIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. AZNIX (4.77B). AZNIX pays higher dividends than FBONX: AZNIX (2.18) vs FBONX (1.93). AZNIX was incepted earlier than FBONX: AZNIX (19 years) vs FBONX (5 years). AZNIX (0.91) is less costly to investors than FBONX (0.30). AZNIX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than AZNIX: FBONX (250) vs AZNIX (1000000). FBONX annual gain was more profitable for investors over the last year : 9.61 vs. AZNIX (4.50). FBONX return over 5 years is better than : 43.00 vs. AZNIX (5.52).
| AZNIX | FBONX | AZNIX / FBONX | |
| Total Expense Ratio | 0.90 | 0.30 | 300% |
| Annual Report Gross Expense Ratio | 0.91 | 0.30 | 303% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 6.688 | 16.889 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.77B | 269B | 2% |
| Annual Yield % from dividends | 2.18 | 1.93 | 113% |
| Returns for 1 year | 4.50 | 9.61 | 47% |
| Returns for 3 years | 21.41 | 42.16 | 51% |
| Returns for 5 years | 5.52 | 43.00 | 13% |
| Returns for 10 years | 32.73 | N/A | - |
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