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FBAFX vs MBLAX
FBAFX vs MBLAX Comparison
Open Charts FBAFX vs MBLAX
American Funds American Balanced 529-F-2
Price$33.47
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
Madison Diversified Income A
Price$12.38
Change+$0.37 (+3.08%)
VolumeN/A
Net Assets122.78M
FBAFX vs MBLAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 217B vs. MBLAX (123M). MBLAX pays higher dividends than FBAFX: MBLAX (5.07) vs FBAFX (2.22). FBAFX was incepted earlier than MBLAX: FBAFX (4 years) vs MBLAX (27 years). MBLAX (1.16) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. MBLAX (8.00). FBAFX has a lower initial minimum investment than MBLAX: FBAFX (250) vs MBLAX (1000). MBLAX annual gain was more profitable for investors over the last year : -1.77 vs. FBAFX (-3.34).
| FBAFX | MBLAX | FBAFX / MBLAX | |
| Total Expense Ratio | 0.33 | 1.16 | 28% |
| Annual Report Gross Expense Ratio | 0.33 | 1.16 | 28% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | -6.878 | -4.271 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 123M | 176,423% |
| Annual Yield % from dividends | 2.22 | 5.07 | 44% |
| Returns for 1 year | -3.34 | -1.77 | 189% |
| Returns for 3 years | 6.95 | -19.92 | -35% |
| Returns for 5 years | N/A | -4.91 | - |
| Returns for 10 years | N/A | 0.83 | - |
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