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FBONX vs VSMGX
FBONX vs VSMGX Comparison
Open Charts FBONX vs VSMGX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.60
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets21.53B
FBONX vs VSMGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. VSMGX (21.5B). VSMGX pays higher dividends than FBONX: VSMGX (2.60) vs FBONX (2.10). 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 : 8.16 vs. VSMGX (6.13).
| 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 | 8.208 | 8.032 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 21.5B | 1,172% |
| Annual Yield % from dividends | 2.10 | 2.60 | 81% |
| Returns for 1 year | 8.16 | 6.13 | 133% |
| Returns for 3 years | 37.33 | 24.39 | 153% |
| Returns for 5 years | N/A | 24.72 | - |
| Returns for 10 years | N/A | 55.24 | - |
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