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FBONX vs NAINX
FBONX vs NAINX Comparison
Open Charts FBONX vs NAINX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation A
Price$9.66
Change-$1.61 (-14.29%)
VolumeN/A
Net Assets595.64M
FBONX vs NAINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. NAINX (596M). NAINX (2.19) and FBONX (2.14) have matching dividends . FBONX was incepted earlier than NAINX: FBONX (5 years) vs NAINX (85 years). NAINX (1.07) is less costly to investors than FBONX (0.30). NAINX (46.00) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than NAINX: FBONX (250) vs NAINX (2500). FBONX annual gain was more profitable for investors over the last year : 11.66 vs. NAINX (-8.74). FBONX return over 5 years is better than : 39.41 vs. NAINX (-23.02).
| FBONX | NAINX | FBONX / NAINX | |
| Total Expense Ratio | 0.30 | 0.99 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 1.07 | 28% |
| Fund Existence | 5 years | 85 years | - |
| Gain YTD | 2.481 | -0.515 | -482% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 596M | 45,302% |
| Annual Yield % from dividends | 2.14 | 2.19 | 98% |
| Returns for 1 year | 11.66 | -8.74 | -133% |
| Returns for 3 years | 37.96 | 7.15 | 531% |
| Returns for 5 years | 39.41 | -23.02 | -171% |
| Returns for 10 years | N/A | 37.77 | - |
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