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FBONX vs VALIX
FBONX vs VALIX Comparison
Open Charts FBONX vs VALIX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Investor
Price$12.68
Change-$0.11 (-0.86%)
VolumeN/A
CapitalizationN/A
FBONX vs VALIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. VALIX (466M). FBONX pays higher dividends than VALIX: FBONX (2.50) vs VALIX (0.68). FBONX was incepted earlier than VALIX: FBONX (4 years) vs VALIX (72 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. VALIX (52.00). FBONX has a lower initial minimum investment than VALIX: FBONX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 32.01 vs. FBONX (21.23).
| FBONX | VALIX | FBONX / VALIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 72 years | - |
| Gain YTD | 14.314 | 20.762 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 466M | 50,644% |
| Annual Yield % from dividends | 2.50 | 0.68 | 368% |
| Returns for 1 year | 21.23 | 32.01 | 66% |
| Returns for 3 years | 12.91 | -10.47 | -123% |
| Returns for 5 years | N/A | 19.74 | - |
| Returns for 10 years | N/A | 21.89 | - |
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