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FBONX vs VLAAX
FBONX vs VLAAX Comparison
Open Charts FBONX vs VLAAX
American Funds American Balanced 529-F-3
Price$37.46
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
FBONX vs VLAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. VLAAX (824M). FBONX pays higher dividends than VLAAX: FBONX (2.08) vs VLAAX (1.40). 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 : 8.28 vs. VLAAX (-5.37).
| 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 | 9.939 | 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 | 2.08 | 1.40 | 149% |
| Returns for 1 year | 8.28 | -5.37 | -154% |
| Returns for 3 years | 31.70 | 1.64 | 1,936% |
| Returns for 5 years | N/A | 3.56 | - |
| Returns for 10 years | N/A | 48.39 | - |
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