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FBONX vs VGSTX
FBONX vs VGSTX Comparison
Open Charts FBONX vs VGSTX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Vanguard STAR I
Price$28.80
Change-$0.28 (-0.96%)
VolumeN/A
Net Assets22.28B
FBONX vs VGSTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 247B vs. VGSTX (22.3B). VGSTX (2.25) and FBONX (2.18) have matching dividends . 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 : 5.58 vs. VGSTX (2.57).
| 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 | 4.568 | 4.803 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 22.3B | 1,108% |
| Annual Yield % from dividends | 2.18 | 2.25 | 97% |
| Returns for 1 year | 5.58 | 2.57 | 217% |
| Returns for 3 years | 34.82 | 16.88 | 206% |
| Returns for 5 years | N/A | 11.33 | - |
| Returns for 10 years | N/A | 26.71 | - |
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