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AZNIX vs FBONX
AZNIX vs FBONX Comparison
Open Charts AZNIX vs FBONX
Virtus Income & Growth Inst
Price$12.23
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets4.76B
American Funds American Balanced 529-F-3
Price$38.17
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
AZNIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. AZNIX (4.76B). AZNIX pays higher dividends than FBONX: AZNIX (2.24) vs FBONX (2.05). 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: 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 : 12.07 vs. AZNIX (8.39).
| 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 | 5.072 | 12.023 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 259B | 2% |
| Annual Yield % from dividends | 2.24 | 2.05 | 110% |
| Returns for 1 year | 8.39 | 12.07 | 69% |
| Returns for 3 years | 16.30 | 39.46 | 41% |
| Returns for 5 years | 11.83 | N/A | - |
| Returns for 10 years | 29.83 | N/A | - |
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