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FBONX vs MBBRX
FBONX vs MBBRX Comparison
Open Charts FBONX vs MBBRX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MassMutual Balanced R4
Price$11.52
Change-$0.12 (-1.03%)
VolumeN/A
Net Assets89.94M
FBONX vs MBBRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. MBBRX (89.9M). FBONX pays higher dividends than MBBRX: FBONX (2.18) vs MBBRX (1.23). FBONX was incepted earlier than MBBRX: FBONX (5 years) vs MBBRX (11 years). MBBRX (1.27) is less costly to investors than FBONX (0.30). MBBRX is a more actively managed with annual turnover of: 155.00 vs. FBONX (44.00). MBBRX has a lower initial minimum investment than FBONX: MBBRX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 5.58 vs. MBBRX (0.51).
| FBONX | MBBRX | FBONX / MBBRX | |
| Total Expense Ratio | 0.30 | 1.27 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.27 | 24% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 4.568 | 1.408 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 89.9M | 271,413% |
| Annual Yield % from dividends | 2.18 | 1.23 | 177% |
| Returns for 1 year | 5.58 | 0.51 | 1,090% |
| Returns for 3 years | 34.82 | 27.14 | 128% |
| Returns for 5 years | N/A | 10.09 | - |
| Returns for 10 years | N/A | 11.94 | - |
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