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AZNIX vs FBONX
AZNIX vs FBONX Comparison
Open Charts AZNIX vs FBONX
Virtus Income & Growth Inst
Price$11.73
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets4.6B
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
AZNIX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. AZNIX (4.6B). FBONX (2.18) and AZNIX (2.16) have matching dividends . AZNIX was incepted earlier than FBONX: AZNIX (18 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: 61.00 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 : 5.58 vs. AZNIX (2.80).
| AZNIX | FBONX | AZNIX / FBONX | |
| Total Expense Ratio | 0.90 | 0.30 | 300% |
| Annual Report Gross Expense Ratio | 0.91 | 0.30 | 303% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 0.010 | 4.568 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 244B | 2% |
| Annual Yield % from dividends | 2.16 | 2.18 | 99% |
| Returns for 1 year | 2.80 | 5.58 | 50% |
| Returns for 3 years | 16.88 | 34.82 | 48% |
| Returns for 5 years | 15.82 | N/A | - |
| Returns for 10 years | 16.58 | N/A | - |
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