Ad is loading...
FBONX vs VTAIX
FBONX vs VTAIX Comparison
Open Charts FBONX vs VTAIX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.88
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBONX vs VTAIX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. VTAIX (669M). FBONX pays higher dividends than VTAIX: FBONX (2.50) vs VTAIX (1.39). FBONX was incepted earlier than VTAIX: FBONX (4 years) vs VTAIX (6 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. VTAIX (23.00). FBONX has a lower initial minimum investment than VTAIX: FBONX (250) vs VTAIX (100000). VTAIX annual gain was more profitable for investors over the last year : 26.87 vs. FBONX (24.74).
| FBONX | VTAIX | FBONX / VTAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 14.251 | 15.144 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 669M | 35,277% |
| Annual Yield % from dividends | 2.50 | 1.39 | 179% |
| Returns for 1 year | 24.74 | 26.87 | 92% |
| Returns for 3 years | 17.33 | -12.43 | -139% |
| Returns for 5 years | N/A | 30.36 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...