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FBONX vs FMSDX
FBONX vs FMSDX Comparison
Open Charts FBONX vs FMSDX
American Funds American Balanced 529-F-3
Price$37.05
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Fidelity Multi-Asset Income
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.93B
FBONX vs FMSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 253B 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 : 14.39 vs. FBONX (11.70).
| 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 | 8.736 | 8.648 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 2.93B | 8,626% |
| Annual Yield % from dividends | 2.08 | 3.83 | 54% |
| Returns for 1 year | 11.70 | 14.39 | 81% |
| Returns for 3 years | 33.10 | 29.73 | 111% |
| Returns for 5 years | N/A | 49.45 | - |
| Returns for 10 years | N/A | N/A | - |
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