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FBONX vs MBBRX
FBONX vs MBBRX Comparison
Open Charts FBONX vs MBBRX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
MassMutual Balanced R4
Price$11.21
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets89.25M
FBONX vs MBBRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. MBBRX (89.2M). FBONX pays higher dividends than MBBRX: FBONX (2.26) vs MBBRX (1.26). 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 : 5.03 vs. MBBRX (1.94).
| 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 | 0.530 | -1.232 | -43% |
| 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 | 1.26 | 179% |
| Returns for 1 year | 5.03 | 1.94 | 260% |
| Returns for 3 years | 24.22 | 17.71 | 137% |
| Returns for 5 years | N/A | 11.32 | - |
| Returns for 10 years | N/A | 8.48 | - |
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