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FBONX vs VLIIX
FBONX vs VLIIX Comparison
Open Charts FBONX vs VLIIX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Instl
Price$11.92
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
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FBONX vs VLIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. VLIIX (445M). FBONX pays higher dividends than VLIIX: FBONX (2.50) vs VLIIX (0.88). FBONX was incepted earlier than VLIIX: FBONX (4 years) vs VLIIX (9 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. VLIIX (52.00). FBONX has a lower initial minimum investment than VLIIX: FBONX (250) vs VLIIX (100000). FBONX (24.74) and VLIIX (23.78) have marching annual gain over last year.
| FBONX | VLIIX | FBONX / VLIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 14.251 | 11.810 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 445M | 53,034% |
| Annual Yield % from dividends | 2.50 | 0.88 | 284% |
| Returns for 1 year | 24.74 | 23.78 | 104% |
| Returns for 3 years | 17.33 | -15.74 | -110% |
| Returns for 5 years | N/A | 14.73 | - |
| Returns for 10 years | N/A | N/A | - |
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