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FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Virtus Tactical Allocation R6
Price$11.05
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets625.73M
FBONX vs VTARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. VTARX (626M). VTARX (2.06) and FBONX (1.97) 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 : 10.27 vs. VTARX (-5.41). FBONX return over 5 years is better than : 45.24 vs. VTARX (-4.44).
| 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 | 16.506 | 8.002 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 626M | 42,971% |
| Annual Yield % from dividends | 1.97 | 2.06 | 96% |
| Returns for 1 year | 10.27 | -5.41 | -190% |
| Returns for 3 years | 45.55 | 25.37 | 180% |
| Returns for 5 years | 45.24 | -4.44 | -1,019% |
| Returns for 10 years | N/A | N/A | - |
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