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FBAFX vs VLAIX
FBAFX vs VLAIX Comparison
Open Charts FBAFX vs VLAIX
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Value Line Asset Allocation Instl
Price$41.67
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets824.32M
FBAFX vs VLAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. VLAIX (824M). FBAFX pays higher dividends than VLAIX: FBAFX (2.04) vs VLAIX (1.64). FBAFX was incepted earlier than VLAIX: FBAFX (5 years) vs VLAIX (10 years). VLAIX (0.82) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. VLAIX (21.00). FBAFX has a lower initial minimum investment than VLAIX: FBAFX (250) vs VLAIX (100000). FBAFX annual gain was more profitable for investors over the last year : 8.23 vs. VLAIX (-5.11).
| FBAFX | VLAIX | FBAFX / VLAIX | |
| Total Expense Ratio | 0.34 | 0.82 | 41% |
| Annual Report Gross Expense Ratio | 0.34 | 0.82 | 41% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 9.918 | 2.560 | 387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 824M | 31,068% |
| Annual Yield % from dividends | 2.04 | 1.64 | 125% |
| Returns for 1 year | 8.23 | -5.11 | -161% |
| Returns for 3 years | 31.57 | 2.43 | 1,299% |
| Returns for 5 years | N/A | 4.91 | - |
| Returns for 10 years | N/A | N/A | - |