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FBAFX vs VLAAX
FBAFX vs VLAAX Comparison
Open Charts FBAFX vs VLAAX
American Funds American Balanced 529-F-2
Price$38.02
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Value Line Asset Allocation Investor
Price$41.73
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets804.06M
FBAFX vs VLAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 258B vs. VLAAX (804M). 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 : 9.65 vs. VLAAX (-6.17).
| 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 | 10.975 | 2.935 | 374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 804M | 32,090% |
| Annual Yield % from dividends | 2.01 | 1.41 | 143% |
| Returns for 1 year | 9.65 | -6.17 | -156% |
| Returns for 3 years | 41.32 | 9.92 | 417% |
| Returns for 5 years | N/A | 3.71 | - |
| Returns for 10 years | N/A | 55.09 | - |
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