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FBONX vs VSMGX
FBONX vs VSMGX Comparison
Open Charts FBONX vs VSMGX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.00
Change-$0.30 (-0.90%)
VolumeN/A
Net Assets21.53B
FBONX vs VSMGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. VSMGX (21.5B). VSMGX pays higher dividends than FBONX: VSMGX (2.63) vs FBONX (2.18). FBONX was incepted earlier than VSMGX: FBONX (5 years) vs VSMGX (31 years). FBONX (0.30) is less costly to investors than VSMGX (0.13). FBONX is a more actively managed with annual turnover of: 44.00 vs. VSMGX (6.00). FBONX has a lower initial minimum investment than VSMGX: FBONX (250) vs VSMGX (3000). FBONX annual gain was more profitable for investors over the last year : 5.58 vs. VSMGX (3.65).
| FBONX | VSMGX | FBONX / VSMGX | |
| Total Expense Ratio | 0.30 | 0.13 | 231% |
| Annual Report Gross Expense Ratio | 0.30 | 0.13 | 231% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 4.568 | 5.330 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 21.5B | 1,135% |
| Annual Yield % from dividends | 2.18 | 2.63 | 83% |
| Returns for 1 year | 5.58 | 3.65 | 153% |
| Returns for 3 years | 34.82 | 23.22 | 150% |
| Returns for 5 years | N/A | 23.46 | - |
| Returns for 10 years | N/A | 49.18 | - |
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