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FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$33.48
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Virtus Tactical Allocation R6
Price$10.25
Change-$0.25 (-2.38%)
VolumeN/A
Net Assets621.52M
FBONX vs VTARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. VTARX (622M). FBONX pays higher dividends than VTARX: FBONX (2.26) vs VTARX (2.02). FBONX was incepted earlier than VTARX: FBONX (4 years) vs VTARX (4 years). VTARX (0.76) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 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 : 1.65 vs. VTARX (-3.36).
| FBONX | VTARX | FBONX / VTARX | |
| Total Expense Ratio | 0.30 | 0.60 | 50% |
| Annual Report Gross Expense Ratio | 0.30 | 0.76 | 39% |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | -2.102 | 0.360 | -584% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 622M | 37,781% |
| Annual Yield % from dividends | 2.26 | 2.02 | 112% |
| Returns for 1 year | 1.65 | -3.36 | -49% |
| Returns for 3 years | 11.28 | -5.12 | -221% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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