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FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Virtus Tactical Allocation R6
Price$11.10
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets647.21M
FBONX vs VTARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. VTARX (647M). FBONX pays higher dividends than VTARX: FBONX (2.18) vs VTARX (1.92). 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 : 7.44 vs. VTARX (0.62).
| 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 | 4.828 | 5.903 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 647M | 37,558% |
| Annual Yield % from dividends | 2.18 | 1.92 | 113% |
| Returns for 1 year | 7.44 | 0.62 | 1,209% |
| Returns for 3 years | 24.57 | 16.20 | 152% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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