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FBONX vs VLIIX
FBONX vs VLIIX Comparison
Open Charts FBONX vs VLIIX
American Funds American Balanced 529-F-3
Price$36.30
Change+$0.14 (+0.39%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Instl
Price$12.07
Change+$0.13 (+1.09%)
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: 238B vs. VLIIX (447M). 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). VLIIX annual gain was more profitable for investors over the last year : 32.66 vs. FBONX (27.55).
| 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 | 14.820 | 14.952 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 447M | 53,244% |
| Annual Yield % from dividends | 2.50 | 0.88 | 284% |
| Returns for 1 year | 27.55 | 32.66 | 84% |
| Returns for 3 years | 18.49 | -10.81 | -171% |
| Returns for 5 years | N/A | 21.68 | - |
| Returns for 10 years | N/A | N/A | - |
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