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FBONX vs MBBRX
FBONX vs MBBRX Comparison
Open Charts FBONX vs MBBRX
American Funds American Balanced 529-F-3
Price$37.26
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets254.6B
MassMutual Balanced R4
Price$12.03
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets68.06M
FBONX vs MBBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 255B vs. MBBRX (68.1M). FBONX pays higher dividends than MBBRX: FBONX (2.08) vs MBBRX (1.19). 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: 130.00 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 : 7.12 vs. MBBRX (1.63).
| 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 | 9.499 | 5.810 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 68.1M | 374,449% |
| Annual Yield % from dividends | 2.08 | 1.19 | 175% |
| Returns for 1 year | 7.12 | 1.63 | 436% |
| Returns for 3 years | 32.78 | 21.68 | 151% |
| Returns for 5 years | N/A | 6.54 | - |
| Returns for 10 years | N/A | 22.22 | - |
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