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FBONX vs FMSDX
FBONX vs FMSDX Comparison
Open Charts FBONX vs FMSDX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Multi-Asset Income
Price$13.83
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets2.74B
FBONX vs FMSDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. FMSDX (2.74B). FMSDX pays higher dividends than FBONX: FMSDX (3.97) vs FBONX (2.26). 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). FBONX annual gain was more profitable for investors over the last year : 5.03 vs. FMSDX (4.32).
| 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 | 0.530 | -1.359 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 2.74B | 8,537% |
| Annual Yield % from dividends | 2.26 | 3.97 | 57% |
| Returns for 1 year | 5.03 | 4.32 | 117% |
| Returns for 3 years | 24.22 | 20.25 | 120% |
| Returns for 5 years | N/A | 50.77 | - |
| Returns for 10 years | N/A | N/A | - |
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