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FBONX vs VLAIX
FBONX vs VLAIX Comparison
Open Charts FBONX vs VLAIX
American Funds American Balanced 529-F-3
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
FBONX vs VLAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. VLAIX (824M). FBONX pays higher dividends than VLAIX: FBONX (2.08) vs VLAIX (1.64). FBONX was incepted earlier than VLAIX: FBONX (5 years) vs VLAIX (10 years). VLAIX (0.82) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. VLAIX (21.00). FBONX has a lower initial minimum investment than VLAIX: FBONX (250) vs VLAIX (100000). FBONX annual gain was more profitable for investors over the last year : 8.28 vs. VLAIX (-5.11).
| FBONX | VLAIX | FBONX / VLAIX | |
| Total Expense Ratio | 0.30 | 0.82 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.82 | 37% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 9.939 | 2.560 | 388% |
| 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 | 2.08 | 1.64 | 127% |
| Returns for 1 year | 8.28 | -5.11 | -162% |
| Returns for 3 years | 31.70 | 2.43 | 1,305% |
| Returns for 5 years | N/A | 4.91 | - |
| Returns for 10 years | N/A | N/A | - |
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