Ad is loading...
FBONX vs MBBRX
FBONX vs MBBRX Comparison
Open Charts FBONX vs MBBRX
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
MassMutual Balanced R4
Price$10.81
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets86.35M
FBONX vs MBBRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. MBBRX (86.3M). FBONX pays higher dividends than MBBRX: FBONX (2.26) vs MBBRX (1.25). FBONX was incepted earlier than MBBRX: FBONX (4 years) vs MBBRX (11 years). MBBRX (1.27) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. MBBRX (155.00). 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 : 2.88 vs. MBBRX (0.56).
| FBONX | MBBRX | FBONX / MBBRX | |
| Total Expense Ratio | 0.30 | 1.27 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.27 | 24% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -3.622 | -4.754 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 86.3M | 260,718% |
| Annual Yield % from dividends | 2.26 | 1.25 | 180% |
| Returns for 1 year | 2.88 | 0.56 | 514% |
| Returns for 3 years | 12.09 | 7.34 | 165% |
| Returns for 5 years | N/A | 8.77 | - |
| Returns for 10 years | N/A | 4.44 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...