FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
VTAIX
Price
$11.28
Change
+$0.04 (+0.36%)
Updated
Jul 3 closing price
Net Assets
654.98M
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FBONX vs VTAIX

Header iconFBONX vs VTAIX Comparison
Open Charts FBONX vs VTAIXBanner chart's image
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).
FBONXVTAIXFBONX / VTAIX
Total Expense Ratio0.300.7639%
Annual Report Gross Expense Ratio0.300.8734%
Fund Existence5 years6 years-
Gain YTD8.2088.169100%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B655M38,473%
Annual Yield % from dividends2.101.86113%
Returns for 1 year8.161.70481%
Returns for 3 years37.3327.43136%
Returns for 5 yearsN/A8.45-
Returns for 10 yearsN/AN/A-
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