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FBONX vs FMSDX
FBONX vs FMSDX Comparison
Open Charts FBONX vs FMSDX
American Funds American Balanced 529-F-3
Price$38.94
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Multi-Asset Income
Price$15.81
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets3.15B
FBONX vs FMSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. FMSDX (3.15B). FMSDX pays higher dividends than FBONX: FMSDX (3.78) vs FBONX (2.00). FBONX was incepted earlier than FMSDX: FBONX (5 years) vs FMSDX (8 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 : 15.67 vs. FBONX (10.31).
| 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 | 8 years | - |
| Gain YTD | 14.680 | 16.115 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 3.15B | 8,458% |
| Annual Yield % from dividends | 2.00 | 3.78 | 53% |
| Returns for 1 year | 10.31 | 15.67 | 66% |
| Returns for 3 years | 53.22 | 47.74 | 111% |
| Returns for 5 years | N/A | 56.97 | - |
| Returns for 10 years | N/A | N/A | - |
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