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FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$40.25
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation R6
Price$11.11
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets612.46M
FBONX vs VTARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. VTARX (612M). VTARX pays higher dividends than FBONX: VTARX (2.07) vs FBONX (1.93). 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 : 10.92 vs. VTARX (-7.67). FBONX return over 5 years is better than : 44.69 vs. VTARX (-9.07).
| 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 | 18.538 | 7.422 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 612M | 43,954% |
| Annual Yield % from dividends | 1.93 | 2.07 | 94% |
| Returns for 1 year | 10.92 | -7.67 | -142% |
| Returns for 3 years | 45.83 | 23.26 | 197% |
| Returns for 5 years | 44.69 | -9.07 | -493% |
| Returns for 10 years | N/A | N/A | - |
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