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FBONX vs MBAYX
FBONX vs MBAYX Comparison
Open Charts FBONX vs MBAYX
American Funds American Balanced 529-F-3
Price$33.05
Change-$0.31 (-0.93%)
VolumeN/A
Net Assets227.6B
MassMutual Balanced Svc
Price$12.41
Change-$0.16 (-1.27%)
VolumeN/A
Net Assets87.42M
FBONX vs MBAYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 228B vs. MBAYX (87.4M). FBONX pays higher dividends than MBAYX: FBONX (2.26) vs MBAYX (1.32). FBONX was incepted earlier than MBAYX: FBONX (4 years) vs MBAYX (27 years). MBAYX (1.02) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. MBAYX (155.00). 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 : 3.03 vs. MBAYX (2.58).
| FBONX | MBAYX | FBONX / MBAYX | |
| Total Expense Ratio | 0.30 | 1.02 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.02 | 29% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | -3.359 | -3.456 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 87.4M | 260,870% |
| Annual Yield % from dividends | 2.26 | 1.32 | 171% |
| Returns for 1 year | 3.03 | 2.58 | 118% |
| Returns for 3 years | 12.40 | 10.08 | 123% |
| Returns for 5 years | N/A | 15.42 | - |
| Returns for 10 years | N/A | 15.02 | - |
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