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FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$38.51
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Virtus Tactical Allocation R6
Price$11.12
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets632.24M
FBONX vs VTARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. VTARX (632M). FBONX (2.05) and VTARX (2.02) 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 : 8.44 vs. VTARX (-4.57).
| 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 | 13.414 | 7.519 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 632M | 41,614% |
| Annual Yield % from dividends | 2.05 | 2.02 | 101% |
| Returns for 1 year | 8.44 | -4.57 | -185% |
| Returns for 3 years | 53.50 | 32.67 | 164% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |