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FBONX vs VTAIX
FBONX vs VTAIX Comparison
Open Charts FBONX vs VTAIX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Virtus Tactical Allocation I
Price$11.31
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets651.8M
FBONX vs VTAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. VTAIX (652M). 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 : 10.59 vs. VTAIX (3.25).
| 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 | 9.205 | 8.457 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 652M | 38,957% |
| Annual Yield % from dividends | 2.10 | 1.86 | 113% |
| Returns for 1 year | 10.59 | 3.25 | 326% |
| Returns for 3 years | 36.98 | 24.81 | 149% |
| Returns for 5 years | N/A | 6.90 | - |
| Returns for 10 years | N/A | N/A | - |
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