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FBONX vs VLAAX
FBONX vs VLAAX Comparison
Open Charts FBONX vs VLAAX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Value Line Asset Allocation Investor
Price$42.25
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets851.84M
FBONX vs VLAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. VLAAX (852M). FBONX pays higher dividends than VLAAX: FBONX (2.10) vs VLAAX (1.38). 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 : 10.59 vs. VLAAX (-0.53).
| 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 | 9.205 | 4.218 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 852M | 29,812% |
| Annual Yield % from dividends | 2.10 | 1.38 | 152% |
| Returns for 1 year | 10.59 | -0.53 | -2,013% |
| Returns for 3 years | 36.98 | 10.58 | 349% |
| Returns for 5 years | N/A | 7.56 | - |
| Returns for 10 years | N/A | 53.65 | - |
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