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AZNIX vs FBONX
AZNIX vs FBONX Comparison
Open Charts AZNIX vs FBONX
Virtus Income & Growth Inst
Price$12.33
Change-$0.16 (-1.28%)
VolumeN/A
Net Assets4.81B
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
AZNIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. AZNIX (4.81B). AZNIX pays higher dividends than FBONX: AZNIX (2.17) vs FBONX (1.97). 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 : 10.27 vs. AZNIX (5.98). FBONX return over 5 years is better than : 45.24 vs. AZNIX (10.26).
| 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 | 7.636 | 16.506 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 269B | 2% |
| Annual Yield % from dividends | 2.17 | 1.97 | 110% |
| Returns for 1 year | 5.98 | 10.27 | 58% |
| Returns for 3 years | 24.09 | 45.55 | 53% |
| Returns for 5 years | 10.26 | 45.24 | 23% |
| Returns for 10 years | 35.53 | N/A | - |
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