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FBONX vs FMSDX
FBONX vs FMSDX Comparison
Open Charts FBONX vs FMSDX
American Funds American Balanced 529-F-3
Price$37.76
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Fidelity Multi-Asset Income
Price$15.14
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets2.93B
FBONX vs FMSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 255B vs. FMSDX (2.93B). FMSDX pays higher dividends than FBONX: FMSDX (3.83) vs FBONX (2.08). FBONX was incepted earlier than FMSDX: FBONX (5 years) vs FMSDX (7 years). FMSDX (0.80) is less costly to investors than FBONX (0.30). FMSDX is a more actively managed with annual turnover of: 230.00 vs. FBONX (44.00). 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 : 11.58 vs. FBONX (8.38).
| FBONX | FMSDX | FBONX / FMSDX | |
| Total Expense Ratio | 0.30 | 0.80 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.80 | 37% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 10.820 | 9.155 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.93B | 8,694% |
| Annual Yield % from dividends | 2.08 | 3.83 | 54% |
| Returns for 1 year | 8.38 | 11.58 | 72% |
| Returns for 3 years | 37.87 | 32.15 | 118% |
| Returns for 5 years | N/A | 47.96 | - |
| Returns for 10 years | N/A | N/A | - |
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