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FBONX vs FMSDX
FBONX vs FMSDX Comparison
Open Charts FBONX vs FMSDX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Fidelity Multi-Asset Income
Price$14.56
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets2.87B
FBONX vs FMSDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. FMSDX (2.87B). FMSDX pays higher dividends than FBONX: FMSDX (4.04) vs FBONX (2.50). FBONX was incepted earlier than FMSDX: FBONX (4 years) vs FMSDX (7 years). FMSDX (175.00) and FBONX (171.00) have comparable annual turnover. FMSDX has a lower initial minimum investment than FBONX: FMSDX (0) vs FBONX (250). FMSDX annual gain was more profitable for investors over the last year : 14.25 vs. FBONX (12.59).
| FBONX | FMSDX | FBONX / FMSDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 1.952 | 3.043 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.87B | 8,357% |
| Annual Yield % from dividends | 2.50 | 4.04 | 62% |
| Returns for 1 year | 12.59 | 14.25 | 88% |
| Returns for 3 years | 14.84 | 11.23 | 132% |
| Returns for 5 years | N/A | 48.37 | - |
| Returns for 10 years | N/A | N/A | - |