Interact to see
Advertisement
Advertisement
FBONX vs VTAIX
FBONX vs VTAIX Comparison
Open Charts FBONX vs VTAIX
American Funds American Balanced 529-F-3
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Virtus Tactical Allocation I
Price$11.12
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets647.21M
FBONX vs VTAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. VTAIX (647M). FBONX pays higher dividends than VTAIX: FBONX (2.18) vs VTAIX (1.76). FBONX was incepted earlier than VTAIX: FBONX (5 years) vs VTAIX (6 years). VTAIX (0.87) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). FBONX has a lower initial minimum investment than VTAIX: FBONX (250) vs VTAIX (100000). FBONX annual gain was more profitable for investors over the last year : 7.44 vs. VTAIX (0.44).
| FBONX | VTAIX | FBONX / VTAIX | |
| Total Expense Ratio | 0.30 | 0.76 | 39% |
| Annual Report Gross Expense Ratio | 0.30 | 0.87 | 34% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 4.828 | 5.845 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 647M | 37,558% |
| Annual Yield % from dividends | 2.18 | 1.76 | 124% |
| Returns for 1 year | 7.44 | 0.44 | 1,684% |
| Returns for 3 years | 24.57 | 15.70 | 157% |
| Returns for 5 years | N/A | 8.30 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement