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FBONX vs VGSTX
FBONX vs VGSTX Comparison
Open Charts FBONX vs VGSTX
American Funds American Balanced 529-F-3
Price$33.83
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets229.84B
Vanguard STAR I
Price$27.30
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets21.75B
FBONX vs VGSTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 230B vs. VGSTX (21.8B). VGSTX (2.34) and FBONX (2.26) have matching dividends . FBONX was incepted earlier than VGSTX: FBONX (4 years) vs VGSTX (40 years). VGSTX (0.31) and FBONX (0.30) have similar cost to investors . FBONX is a more actively managed with annual turnover of: 171.00 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 : 5.17 vs. VGSTX (1.54).
| FBONX | VGSTX | FBONX / VGSTX | |
| Total Expense Ratio | 0.30 | 0.31 | 97% |
| Annual Report Gross Expense Ratio | 0.30 | 0.31 | 97% |
| Fund Existence | 4 years | 40 years | - |
| Gain YTD | -1.078 | -1.055 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 21.8B | 1,055% |
| Annual Yield % from dividends | 2.26 | 2.34 | 97% |
| Returns for 1 year | 5.17 | 1.54 | 335% |
| Returns for 3 years | 18.71 | 2.00 | 933% |
| Returns for 5 years | N/A | 13.16 | - |
| Returns for 10 years | N/A | 17.90 | - |
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