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FBONX vs FMSDX
FBONX vs FMSDX Comparison
Open Charts FBONX vs FMSDX
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Fidelity Multi-Asset Income
Price$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets2.8B
FBONX vs FMSDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. FMSDX (2.8B). FMSDX pays higher dividends than FBONX: FMSDX (3.93) vs FBONX (2.26). FBONX was incepted earlier than FMSDX: FBONX (4 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 (171.00). FMSDX has a lower initial minimum investment than FBONX: FMSDX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 2.88 vs. FMSDX (2.59).
| FBONX | FMSDX | FBONX / FMSDX | |
| Total Expense Ratio | 0.30 | 0.80 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.80 | 37% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -3.622 | -5.437 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 2.8B | 8,039% |
| Annual Yield % from dividends | 2.26 | 3.93 | 57% |
| Returns for 1 year | 2.88 | 2.59 | 111% |
| Returns for 3 years | 12.09 | 6.09 | 199% |
| Returns for 5 years | N/A | 45.14 | - |
| Returns for 10 years | N/A | N/A | - |
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