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FBAFX vs VLAAX
FBAFX vs VLAAX Comparison
Open Charts FBAFX vs VLAAX
American Funds American Balanced 529-F-2
Price$38.51
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Value Line Asset Allocation Investor
Price$40.95
Change+$0.14 (+0.34%)
VolumeN/A
Net Assets759.9M
FBAFX vs VLAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. VLAAX (760M). FBAFX pays higher dividends than VLAAX: FBAFX (2.01) vs VLAAX (1.41). FBAFX was incepted earlier than VLAAX: FBAFX (5 years) vs VLAAX (32 years). VLAAX (1.06) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. VLAAX (21.00). FBAFX has a lower initial minimum investment than VLAAX: FBAFX (250) vs VLAAX (1000). FBAFX annual gain was more profitable for investors over the last year : 8.39 vs. VLAAX (-9.21).
| FBAFX | VLAAX | FBAFX / VLAAX | |
| Total Expense Ratio | 0.34 | 1.06 | 32% |
| Annual Report Gross Expense Ratio | 0.34 | 1.06 | 32% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 13.383 | 1.011 | 1,323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 760M | 34,605% |
| Annual Yield % from dividends | 2.01 | 1.41 | 143% |
| Returns for 1 year | 8.39 | -9.21 | -91% |
| Returns for 3 years | 53.29 | 14.83 | 359% |
| Returns for 5 years | N/A | 2.36 | - |
| Returns for 10 years | N/A | 57.08 | - |
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