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FBONX vs VTAIX
FBONX vs VTAIX Comparison
Open Charts FBONX vs VTAIX
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation I
Price$9.60
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets589.12M
FBONX vs VTAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. VTAIX (589M). VTAIX pays higher dividends than FBONX: VTAIX (2.42) vs FBONX (2.14). FBONX was incepted earlier than VTAIX: FBONX (5 years) vs VTAIX (7 years). VTAIX (0.87) is less costly to investors than FBONX (0.30). VTAIX (46.00) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than VTAIX: FBONX (250) vs VTAIX (100000). FBONX annual gain was more profitable for investors over the last year : 11.01 vs. VTAIX (-9.17). FBONX return over 5 years is better than : 39.09 vs. VTAIX (-23.44).
| FBONX | VTAIX | FBONX / VTAIX | |
| Total Expense Ratio | 0.30 | 0.76 | 39% |
| Annual Report Gross Expense Ratio | 0.30 | 0.87 | 34% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 2.348 | -0.826 | -284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 589M | 45,840% |
| Annual Yield % from dividends | 2.14 | 2.42 | 88% |
| Returns for 1 year | 11.01 | -9.17 | -120% |
| Returns for 3 years | 37.78 | 7.46 | 507% |
| Returns for 5 years | 39.09 | -23.44 | -167% |
| Returns for 10 years | N/A | N/A | - |
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