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FBONX vs VTARX
FBONX vs VTARX Comparison
Open Charts FBONX vs VTARX
American Funds American Balanced 529-F-3
Price$39.28
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Virtus Tactical Allocation R6
Price$11.16
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets626.72M
FBONX vs VTARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. VTARX (627M). VTARX (2.06) and FBONX (2.00) 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 : 9.70 vs. VTARX (-5.54).
| 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 | 15.681 | 7.229 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 627M | 42,424% |
| Annual Yield % from dividends | 2.00 | 2.06 | 97% |
| Returns for 1 year | 9.70 | -5.54 | -175% |
| Returns for 3 years | 53.04 | 31.43 | 169% |
| Returns for 5 years | N/A | -4.14 | - |
| Returns for 10 years | N/A | N/A | - |
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