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FBONX vs VTAIX
FBONX vs VTAIX Comparison
Open Charts FBONX vs VTAIX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Virtus Tactical Allocation I
Price$11.28
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets654.98M
FBONX vs VTAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. VTAIX (655M). FBONX pays higher dividends than VTAIX: FBONX (2.10) vs VTAIX (1.86). FBONX was incepted earlier than VTAIX: FBONX (5 years) vs VTAIX (6 years). VTAIX (0.87) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). 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 : 8.16 vs. VTAIX (1.70).
| 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 | 6 years | - |
| Gain YTD | 8.208 | 8.169 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 655M | 38,473% |
| Annual Yield % from dividends | 2.10 | 1.86 | 113% |
| Returns for 1 year | 8.16 | 1.70 | 481% |
| Returns for 3 years | 37.33 | 27.43 | 136% |
| Returns for 5 years | N/A | 8.45 | - |
| Returns for 10 years | N/A | N/A | - |
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