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FBONX vs MBAYX
FBONX vs MBAYX Comparison
Open Charts FBONX vs MBAYX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
MassMutual Balanced Svc
Price$12.87
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets89.25M
FBONX vs MBAYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. MBAYX (89.2M). FBONX pays higher dividends than MBAYX: FBONX (2.26) vs MBAYX (1.33). FBONX was incepted earlier than MBAYX: FBONX (5 years) vs MBAYX (27 years). MBAYX (1.02) is less costly to investors than FBONX (0.30). MBAYX is a more actively managed with annual turnover of: 155.00 vs. FBONX (44.00). MBAYX has a lower initial minimum investment than FBONX: MBAYX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 5.03 vs. MBAYX (2.95).
| FBONX | MBAYX | FBONX / MBAYX | |
| Total Expense Ratio | 0.30 | 1.02 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.02 | 29% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 0.530 | -1.075 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 89.2M | 262,332% |
| Annual Yield % from dividends | 2.26 | 1.33 | 171% |
| Returns for 1 year | 5.03 | 2.95 | 170% |
| Returns for 3 years | 24.22 | 19.52 | 124% |
| Returns for 5 years | N/A | 16.77 | - |
| Returns for 10 years | N/A | 17.58 | - |
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