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FBONX vs VLAIX
FBONX vs VLAIX Comparison
Open Charts FBONX vs VLAIX
American Funds American Balanced 529-F-3
Price$38.17
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
Value Line Asset Allocation Instl
Price$42.11
Change+$0.22 (+0.53%)
VolumeN/A
Net Assets807.64M
FBONX vs VLAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. VLAIX (808M). FBONX pays higher dividends than VLAIX: FBONX (2.05) vs VLAIX (1.65). 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 : 10.27 vs. VLAIX (-5.92).
| 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 | 11.583 | 3.101 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 808M | 32,054% |
| Annual Yield % from dividends | 2.05 | 1.65 | 124% |
| Returns for 1 year | 10.27 | -5.92 | -173% |
| Returns for 3 years | 42.21 | 10.77 | 392% |
| Returns for 5 years | N/A | 5.03 | - |
| Returns for 10 years | N/A | N/A | - |
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