Interact to see
Advertisement
Advertisement
FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$36.88
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets252.32B
Virtus Tactical Allocation R6
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets646.96M
FBONX vs VTARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. VTARX (647M). FBONX (2.10) and VTARX (2.01) 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 : 6.84 vs. VTARX (-1.06).
| 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 | 8.237 | 7.015 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 647M | 38,949% |
| Annual Yield % from dividends | 2.10 | 2.01 | 104% |
| Returns for 1 year | 6.84 | -1.06 | -646% |
| Returns for 3 years | 37.75 | 25.52 | 148% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement