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FBONX vs VALIX
FBONX vs VALIX Comparison
Open Charts FBONX vs VALIX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Investor
Price$11.90
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
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FBONX vs VALIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. VALIX (445M). 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 : 28.81 vs. FBONX (24.74).
| 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 | 14.251 | 13.333 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 445M | 53,034% |
| Annual Yield % from dividends | 2.50 | 0.68 | 368% |
| Returns for 1 year | 24.74 | 28.81 | 86% |
| Returns for 3 years | 17.33 | -13.44 | -129% |
| Returns for 5 years | N/A | 15.05 | - |
| Returns for 10 years | N/A | 17.74 | - |