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AZNAX vs FBONX
AZNAX vs FBONX Comparison
Open Charts AZNAX vs FBONX
Virtus Income & Growth A
Price$11.67
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets4.81B
American Funds American Balanced 529-F-3
Price$38.94
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
AZNAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. AZNAX (4.81B). AZNAX pays higher dividends than FBONX: AZNAX (2.17) vs FBONX (2.00). 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: 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 : 10.31 vs. AZNAX (7.25).
| 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 | 6.447 | 14.680 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 266B | 2% |
| Annual Yield % from dividends | 2.17 | 2.00 | 108% |
| Returns for 1 year | 7.25 | 10.31 | 70% |
| Returns for 3 years | 25.76 | 53.22 | 48% |
| Returns for 5 years | 8.31 | N/A | - |
| Returns for 10 years | 26.40 | N/A | - |
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