Interact to see
Advertisement
Advertisement
FBONX vs FMSDX
FBONX vs FMSDX Comparison
Open Charts FBONX vs FMSDX
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Fidelity Multi-Asset Income
Price$15.40
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets3.25B
FBONX vs FMSDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. FMSDX (3.25B). FMSDX pays higher dividends than FBONX: FMSDX (3.77) vs FBONX (1.97). 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 (9.41) and FBONX (9.31) have marching annual gain over last year. FMSDX return over 5 years is better than : 48.46 vs. FBONX (42.66).
| 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 | 14.327 | 12.725 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 3.25B | 8,097% |
| Annual Yield % from dividends | 1.97 | 3.77 | 52% |
| Returns for 1 year | 9.31 | 9.41 | 99% |
| Returns for 3 years | 42.97 | 38.14 | 113% |
| Returns for 5 years | 42.66 | 48.46 | 88% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement