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FBONX vs FMSDX
FBONX vs FMSDX Comparison
Open Charts FBONX vs FMSDX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Fidelity Multi-Asset Income
Price$14.79
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets2.87B
FBONX vs FMSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. FMSDX (2.87B). FMSDX pays higher dividends than FBONX: FMSDX (3.87) vs FBONX (2.10). 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 : 10.36 vs. FBONX (8.16).
| 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 | 8.208 | 6.841 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.87B | 8,774% |
| Annual Yield % from dividends | 2.10 | 3.87 | 54% |
| Returns for 1 year | 8.16 | 10.36 | 79% |
| Returns for 3 years | 37.33 | 34.41 | 108% |
| Returns for 5 years | N/A | 56.28 | - |
| Returns for 10 years | N/A | N/A | - |
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