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FBAFX vs MTRBX
FBAFX vs MTRBX Comparison
Open Charts FBAFX vs MTRBX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
MFS Total Return B
Price$20.73
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
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FBAFX vs MTRBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. MTRBX (8.1B). FBAFX pays higher dividends than MTRBX: FBAFX (2.47) vs MTRBX (1.60). FBAFX was incepted earlier than MTRBX: FBAFX (4 years) vs MTRBX (31 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (43.00). FBAFX has a lower initial minimum investment than MTRBX: FBAFX (250) vs MTRBX (1000). FBAFX annual gain was more profitable for investors over the last year : 21.28 vs. MTRBX (10.93).
| FBAFX | MTRBX | FBAFX / MTRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | 12.953 | 8.668 | 149% |
| 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 | 1.60 | 155% |
| Returns for 1 year | 21.28 | 10.93 | 195% |
| Returns for 3 years | 14.69 | -4.38 | -336% |
| Returns for 5 years | N/A | 12.14 | - |
| Returns for 10 years | N/A | 27.02 | - |