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FBONX vs VTAIX
FBONX vs VTAIX Comparison
Open Charts FBONX vs VTAIX
American Funds American Balanced 529-F-3
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.90
Change-$0.26 (-2.14%)
VolumeN/A
CapitalizationN/A
FBONX vs VTAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. VTAIX (665M). 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 : 18.12 vs. FBONX (12.79).
| 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 | 11.771 | 18.245 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 665M | 36,241% |
| Annual Yield % from dividends | 2.50 | 1.39 | 179% |
| Returns for 1 year | 12.79 | 18.12 | 71% |
| Returns for 3 years | 14.13 | -7.85 | -180% |
| Returns for 5 years | N/A | 25.64 | - |
| Returns for 10 years | N/A | N/A | - |