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FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Virtus Tactical Allocation R6
Price$10.60
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets640.87M
FBONX vs VTARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. VTARX (641M). 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 : 12.59 vs. VTARX (4.35).
| 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 | 1.952 | 0.952 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 641M | 37,441% |
| Annual Yield % from dividends | 2.50 | 1.70 | 147% |
| Returns for 1 year | 12.59 | 4.35 | 289% |
| Returns for 3 years | 14.84 | -7.45 | -199% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |