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FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Virtus Tactical Allocation R6
Price$10.91
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets609.04M
FBONX vs VTARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. VTARX (609M). VTARX (2.06) and FBONX (1.97) have matching dividends . FBONX was incepted earlier than VTARX: FBONX (5 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). FBONX has a lower initial minimum investment than VTARX: FBONX (250) vs VTARX (2500000). FBONX annual gain was more profitable for investors over the last year : 9.31 vs. VTARX (-6.78). FBONX return over 5 years is better than : 42.66 vs. VTARX (-8.15).
| FBONX | VTARX | FBONX / VTARX | |
| Total Expense Ratio | 0.30 | 0.60 | 50% |
| Annual Report Gross Expense Ratio | 0.30 | 0.76 | 39% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 14.327 | 5.295 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 609M | 43,186% |
| Annual Yield % from dividends | 1.97 | 2.06 | 96% |
| Returns for 1 year | 9.31 | -6.78 | -137% |
| Returns for 3 years | 42.97 | 23.80 | 181% |
| Returns for 5 years | 42.66 | -8.15 | -524% |
| Returns for 10 years | N/A | N/A | - |
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