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FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation R6
Price$11.88
Change-$0.27 (-2.22%)
VolumeN/A
CapitalizationN/A
FBONX vs VTARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. VTARX (665M). FBONX pays higher dividends than VTARX: FBONX (2.50) vs VTARX (1.70). FBONX was incepted earlier than VTARX: FBONX (4 years) vs VTARX (4 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. VTARX (23.00). FBONX has a lower initial minimum investment than VTARX: FBONX (250) vs VTARX (2500000). VTARX annual gain was more profitable for investors over the last year : 18.36 vs. FBONX (12.79).
| FBONX | VTARX | FBONX / VTARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 11.771 | 18.424 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 665M | 36,241% |
| Annual Yield % from dividends | 2.50 | 1.70 | 147% |
| Returns for 1 year | 12.79 | 18.36 | 70% |
| Returns for 3 years | 14.13 | -7.41 | -191% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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