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FBAFX vs MSFRX
FBAFX vs MSFRX Comparison
Open Charts FBAFX vs MSFRX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
MFS Total Return A
Price$20.65
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
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FBAFX vs MSFRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. MSFRX (8.1B). FBAFX pays higher dividends than MSFRX: FBAFX (2.47) vs MSFRX (2.32). FBAFX was incepted earlier than MSFRX: FBAFX (4 years) vs MSFRX (54 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (43.00). FBAFX has a lower initial minimum investment than MSFRX: FBAFX (250) vs MSFRX (1000). FBAFX annual gain was more profitable for investors over the last year : 24.73 vs. MSFRX (13.91).
| FBAFX | MSFRX | FBAFX / MSFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 54 years | - |
| Gain YTD | 14.250 | 9.696 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.1B | 2,913% |
| Annual Yield % from dividends | 2.47 | 2.32 | 107% |
| Returns for 1 year | 24.73 | 13.91 | 178% |
| Returns for 3 years | 17.24 | -0.84 | -2,043% |
| Returns for 5 years | N/A | 16.86 | - |
| Returns for 10 years | N/A | 38.56 | - |