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AZNCX vs FBONX
AZNCX vs FBONX Comparison
Open Charts AZNCX vs FBONX
Virtus Income & Growth C
Price$9.59
Change+$0.07 (+0.74%)
VolumeN/A
Net Assets4.6B
American Funds American Balanced 529-F-3
Price$36.19
Change+$0.37 (+1.03%)
VolumeN/A
Net Assets245.53B
AZNCX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 246B vs. AZNCX (4.6B). FBONX pays higher dividends than AZNCX: FBONX (2.18) vs AZNCX (1.83). AZNCX was incepted earlier than FBONX: AZNCX (18 years) vs FBONX (5 years). AZNCX (1.90) is less costly to investors than FBONX (0.30). AZNCX is a more actively managed with annual turnover of: 61.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than AZNCX: FBONX (250) vs AZNCX (2500). FBONX annual gain was more profitable for investors over the last year : 6.90 vs. AZNCX (1.59).
| AZNCX | FBONX | AZNCX / FBONX | |
| Total Expense Ratio | 1.90 | 0.30 | 633% |
| Annual Report Gross Expense Ratio | 1.90 | 0.30 | 633% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -0.533 | 6.212 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 246B | 2% |
| Annual Yield % from dividends | 1.83 | 2.18 | 84% |
| Returns for 1 year | 1.59 | 6.90 | 23% |
| Returns for 3 years | 8.12 | 33.96 | 24% |
| Returns for 5 years | 4.61 | N/A | - |
| Returns for 10 years | -1.92 | N/A | - |
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