Interact to see
Advertisement
Advertisement
FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Virtus Tactical Allocation R6
Price$11.26
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets654.98M
FBONX vs VTARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. VTARX (655M). FBONX (2.10) and VTARX (2.01) have matching dividends . FBONX was incepted earlier than VTARX: FBONX (5 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). FBONX has a lower initial minimum investment than VTARX: FBONX (250) vs VTARX (2500000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. VTARX (1.78).
| FBONX | VTARX | FBONX / VTARX | |
| Total Expense Ratio | 0.30 | 0.60 | 50% |
| Annual Report Gross Expense Ratio | 0.30 | 0.76 | 39% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 8.208 | 8.265 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 655M | 38,473% |
| Annual Yield % from dividends | 2.10 | 2.01 | 104% |
| Returns for 1 year | 8.16 | 1.78 | 459% |
| Returns for 3 years | 37.33 | 27.94 | 134% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement