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AZNAX vs FBONX
AZNAX vs FBONX Comparison
Open Charts AZNAX vs FBONX
Virtus Income & Growth A
Price$11.53
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets4.69B
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
AZNAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. AZNAX (4.69B). AZNAX pays higher dividends than FBONX: AZNAX (2.12) vs FBONX (1.97). AZNAX was incepted earlier than FBONX: AZNAX (19 years) vs FBONX (5 years). AZNAX (1.14) is less costly to investors than FBONX (0.30). AZNAX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than AZNAX: FBONX (250) vs AZNAX (2500). FBONX annual gain was more profitable for investors over the last year : 9.31 vs. AZNAX (3.80). FBONX return over 5 years is better than : 42.66 vs. AZNAX (4.74).
| AZNAX | FBONX | AZNAX / FBONX | |
| Total Expense Ratio | 1.14 | 0.30 | 380% |
| Annual Report Gross Expense Ratio | 1.14 | 0.30 | 380% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 4.987 | 14.327 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 263B | 2% |
| Annual Yield % from dividends | 2.12 | 1.97 | 107% |
| Returns for 1 year | 3.80 | 9.31 | 41% |
| Returns for 3 years | 20.92 | 42.97 | 49% |
| Returns for 5 years | 4.74 | 42.66 | 11% |
| Returns for 10 years | 25.03 | N/A | - |
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