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FBAFX vs VLAAX
FBAFX vs VLAAX Comparison
Open Charts FBAFX vs VLAAX
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Value Line Asset Allocation Investor
Price$41.51
Change-$0.11 (-0.26%)
VolumeN/A
Net Assets824.32M
FBAFX vs VLAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. VLAAX (824M). FBAFX pays higher dividends than VLAAX: FBAFX (2.04) vs VLAAX (1.40). 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 : 8.23 vs. VLAAX (-5.37).
| 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 | 9.918 | 2.393 | 415% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 824M | 31,068% |
| Annual Yield % from dividends | 2.04 | 1.40 | 146% |
| Returns for 1 year | 8.23 | -5.37 | -153% |
| Returns for 3 years | 31.57 | 1.64 | 1,928% |
| Returns for 5 years | N/A | 3.56 | - |
| Returns for 10 years | N/A | 48.39 | - |
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