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FBONX vs POICX
FBONX vs POICX Comparison
Open Charts FBONX vs POICX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation C
Price$12.22
Change-$0.15 (-1.21%)
VolumeN/A
CapitalizationN/A
FBONX vs POICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. POICX (659M). FBONX pays higher dividends than POICX: FBONX (2.50) vs POICX (0.45). FBONX was incepted earlier than POICX: FBONX (4 years) vs POICX (25 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. POICX (23.00). FBONX has a lower initial minimum investment than POICX: FBONX (250) vs POICX (2500). POICX (22.06) and FBONX (21.23) have marching annual gain over last year.
| FBONX | POICX | FBONX / POICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 14.314 | 14.529 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 659M | 35,812% |
| Annual Yield % from dividends | 2.50 | 0.45 | 557% |
| Returns for 1 year | 21.23 | 22.06 | 96% |
| Returns for 3 years | 12.91 | -18.22 | -71% |
| Returns for 5 years | N/A | 23.13 | - |
| Returns for 10 years | N/A | 26.10 | - |
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