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FBAFX vs MBLAX
FBAFX vs MBLAX Comparison
Open Charts FBAFX vs MBLAX
American Funds American Balanced 529-F-2
Price$35.01
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Madison Diversified Income A
Price$12.85
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets134.55M
FBAFX vs MBLAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. MBLAX (135M). MBLAX pays higher dividends than FBAFX: MBLAX (4.13) vs FBAFX (2.47). FBAFX was incepted earlier than MBLAX: FBAFX (4 years) vs MBLAX (27 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. MBLAX (118.00). FBAFX has a lower initial minimum investment than MBLAX: FBAFX (250) vs MBLAX (1000). FBAFX annual gain was more profitable for investors over the last year : 12.58 vs. MBLAX (5.93).
| FBAFX | MBLAX | FBAFX / MBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | 1.981 | 1.101 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 135M | 177,778% |
| Annual Yield % from dividends | 2.47 | 4.13 | 60% |
| Returns for 1 year | 12.58 | 5.93 | 212% |
| Returns for 3 years | 14.73 | -15.30 | -96% |
| Returns for 5 years | N/A | -9.63 | - |
| Returns for 10 years | N/A | 7.61 | - |
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