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FBONX vs VSMGX
FBONX vs VSMGX Comparison
Open Charts FBONX vs VSMGX
American Funds American Balanced 529-F-3
Price$33.83
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets229.84B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$31.37
Change+$0.38 (+1.23%)
VolumeN/A
Net Assets20.9B
FBONX vs VSMGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 230B vs. VSMGX (20.9B). VSMGX pays higher dividends than FBONX: VSMGX (2.74) vs FBONX (2.26). FBONX was incepted earlier than VSMGX: FBONX (4 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: 171.00 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 : 5.17 vs. VSMGX (1.36).
| FBONX | VSMGX | FBONX / VSMGX | |
| Total Expense Ratio | 0.30 | 0.13 | 231% |
| Annual Report Gross Expense Ratio | 0.30 | 0.13 | 231% |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | -1.078 | -1.085 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 20.9B | 1,100% |
| Annual Yield % from dividends | 2.26 | 2.74 | 82% |
| Returns for 1 year | 5.17 | 1.36 | 379% |
| Returns for 3 years | 18.71 | 5.85 | 320% |
| Returns for 5 years | N/A | 23.22 | - |
| Returns for 10 years | N/A | 37.80 | - |
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