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FBAFX vs VLAAX
FBAFX vs VLAAX Comparison
Open Charts FBAFX vs VLAAX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Value Line Asset Allocation Investor
Price$42.25
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets851.84M
FBAFX vs VLAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. VLAAX (852M). FBAFX pays higher dividends than VLAAX: FBAFX (2.06) vs VLAAX (1.38). 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 : 10.54 vs. VLAAX (-0.53).
| 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 | 9.185 | 4.218 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 852M | 29,812% |
| Annual Yield % from dividends | 2.06 | 1.38 | 149% |
| Returns for 1 year | 10.54 | -0.53 | -2,005% |
| Returns for 3 years | 36.84 | 10.58 | 348% |
| Returns for 5 years | N/A | 7.56 | - |
| Returns for 10 years | N/A | 53.65 | - |