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FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Virtus Tactical Allocation R6
Price$10.75
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets642.9M
FBONX vs VTARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. VTARX (643M). 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). FBONX annual gain was more profitable for investors over the last year : 9.52 vs. VTARX (-1.05).
| 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 | 2.913 | 2.381 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 643M | 37,636% |
| Annual Yield % from dividends | 2.50 | 1.70 | 147% |
| Returns for 1 year | 9.52 | -1.05 | -906% |
| Returns for 3 years | 20.16 | -1.81 | -1,112% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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