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FBAFX vs FMTIX
FBAFX vs FMTIX Comparison
Open Charts FBAFX vs FMTIX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Franklin Moderate Allocation A
Price$16.17
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets1.68B
FBAFX vs FMTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. FMTIX (1.68B). FMTIX (2.10) and FBAFX (2.06) have matching dividends . FBAFX was incepted earlier than FMTIX: FBAFX (5 years) vs FMTIX (29 years). FMTIX (0.85) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. FMTIX (37.85). FBAFX has a lower initial minimum investment than FMTIX: FBAFX (250) vs FMTIX (1000). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. FMTIX (6.57).
| FBAFX | FMTIX | FBAFX / FMTIX | |
| Total Expense Ratio | 0.34 | 0.85 | 40% |
| Annual Report Gross Expense Ratio | 0.34 | 0.85 | 40% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 8.217 | 3.808 | 216% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.68B | 14,964% |
| Annual Yield % from dividends | 2.06 | 2.10 | 98% |
| Returns for 1 year | 8.12 | 6.57 | 124% |
| Returns for 3 years | 37.19 | 31.35 | 119% |
| Returns for 5 years | N/A | 13.62 | - |
| Returns for 10 years | N/A | 18.20 | - |
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