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FBONX vs VTAIX
FBONX vs VTAIX Comparison
Open Charts FBONX vs VTAIX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.92
Change-$0.14 (-1.16%)
VolumeN/A
CapitalizationN/A
FBONX vs VTAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. VTAIX (659M). 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 : 23.40 vs. FBONX (21.23).
| 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 | 14.314 | 15.532 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 659M | 35,812% |
| Annual Yield % from dividends | 2.50 | 1.39 | 179% |
| Returns for 1 year | 21.23 | 23.40 | 91% |
| Returns for 3 years | 12.91 | -16.01 | -81% |
| Returns for 5 years | N/A | 28.66 | - |
| Returns for 10 years | N/A | N/A | - |
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