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FBONX vs VTAIX
FBONX vs VTAIX Comparison
Open Charts FBONX vs VTAIX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Virtus Tactical Allocation I
Price$10.77
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets642.9M
FBONX vs VTAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. VTAIX (643M). 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). FBONX annual gain was more profitable for investors over the last year : 9.52 vs. VTAIX (-1.13).
| 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 | 2.913 | 2.376 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 643M | 37,636% |
| Annual Yield % from dividends | 2.50 | 1.39 | 179% |
| Returns for 1 year | 9.52 | -1.13 | -844% |
| Returns for 3 years | 20.16 | -2.26 | -893% |
| Returns for 5 years | N/A | 7.05 | - |
| Returns for 10 years | N/A | N/A | - |
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