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AZNAX vs FBONX
AZNAX vs FBONX Comparison
Open Charts AZNAX vs FBONX
Virtus Income & Growth A
Price$11.32
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets4.69B
American Funds American Balanced 529-F-3
Price$36.90
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
AZNAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. AZNAX (4.69B). AZNAX pays higher dividends than FBONX: AZNAX (2.28) vs FBONX (2.10). AZNAX was incepted earlier than FBONX: AZNAX (18 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: 61.00 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 : 7.36 vs. AZNAX (4.07).
| AZNAX | FBONX | AZNAX / FBONX | |
| Total Expense Ratio | 1.14 | 0.30 | 380% |
| Annual Report Gross Expense Ratio | 1.14 | 0.30 | 380% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 2.756 | 8.296 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 252B | 2% |
| Annual Yield % from dividends | 2.28 | 2.10 | 108% |
| Returns for 1 year | 4.07 | 7.36 | 55% |
| Returns for 3 years | 17.19 | 38.36 | 45% |
| Returns for 5 years | 11.84 | N/A | - |
| Returns for 10 years | 14.90 | N/A | - |
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