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FBONX vs VGSTX
FBONX vs VGSTX Comparison
Open Charts FBONX vs VGSTX
American Funds American Balanced 529-F-3
Price$36.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets251.03B
Vanguard STAR I
Price$29.19
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets22.91B
FBONX vs VGSTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 251B vs. VGSTX (22.9B). VGSTX pays higher dividends than FBONX: VGSTX (2.36) vs FBONX (2.10). FBONX was incepted earlier than VGSTX: FBONX (5 years) vs VGSTX (40 years). FBONX (0.30) and VGSTX (0.30) have similar cost to investors . FBONX is a more actively managed with annual turnover of: 44.00 vs. VGSTX (4.00). FBONX has a lower initial minimum investment than VGSTX: FBONX (250) vs VGSTX (1000). FBONX annual gain was more profitable for investors over the last year : 6.99 vs. VGSTX (4.06).
| FBONX | VGSTX | FBONX / VGSTX | |
| Total Expense Ratio | 0.30 | 0.30 | 100% |
| Annual Report Gross Expense Ratio | 0.30 | 0.30 | 100% |
| Fund Existence | 5 years | 40 years | - |
| Gain YTD | 7.533 | 6.890 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 22.9B | 1,096% |
| Annual Yield % from dividends | 2.10 | 2.36 | 89% |
| Returns for 1 year | 6.99 | 4.06 | 172% |
| Returns for 3 years | 36.29 | 15.68 | 231% |
| Returns for 5 years | N/A | 9.54 | - |
| Returns for 10 years | N/A | 31.04 | - |
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