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FBONX vs VLAAX
FBONX vs VLAAX Comparison
Open Charts FBONX vs VLAAX
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets257.73B
Value Line Asset Allocation Investor
Price$41.73
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets804.06M
FBONX vs VLAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 258B vs. VLAAX (804M). FBONX pays higher dividends than VLAAX: FBONX (2.05) vs VLAAX (1.41). FBONX was incepted earlier than VLAAX: FBONX (5 years) vs VLAAX (32 years). VLAAX (1.06) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. VLAAX (21.00). FBONX has a lower initial minimum investment than VLAAX: FBONX (250) vs VLAAX (1000). FBONX annual gain was more profitable for investors over the last year : 9.66 vs. VLAAX (-6.17).
| FBONX | VLAAX | FBONX / VLAAX | |
| Total Expense Ratio | 0.30 | 1.06 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.06 | 28% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 10.966 | 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 | 2.05 | 1.41 | 146% |
| Returns for 1 year | 9.66 | -6.17 | -157% |
| Returns for 3 years | 41.42 | 9.92 | 418% |
| Returns for 5 years | N/A | 3.71 | - |
| Returns for 10 years | N/A | 55.09 | - |
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