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FBONX vs MBLAX
FBONX vs MBLAX Comparison
Open Charts FBONX vs MBLAX
American Funds American Balanced 529-F-3
Price$33.12
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets226.04B
Madison Diversified Income A
Price$12.24
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets124.8M
FBONX vs MBLAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 226B vs. MBLAX (125M). MBLAX pays higher dividends than FBONX: MBLAX (5.07) vs FBONX (2.26). FBONX was incepted earlier than MBLAX: FBONX (4 years) vs MBLAX (27 years). MBLAX (1.16) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. MBLAX (8.00). FBONX has a lower initial minimum investment than MBLAX: FBONX (250) vs MBLAX (1000). MBLAX annual gain was more profitable for investors over the last year : 1.29 vs. FBONX (1.18).
| FBONX | MBLAX | FBONX / MBLAX | |
| Total Expense Ratio | 0.30 | 1.16 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.16 | 26% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | -3.154 | -2.438 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226B | 125M | 180,800% |
| Annual Yield % from dividends | 2.26 | 5.07 | 44% |
| Returns for 1 year | 1.18 | 1.29 | 91% |
| Returns for 3 years | 12.53 | -17.60 | -71% |
| Returns for 5 years | N/A | -3.09 | - |
| Returns for 10 years | N/A | 2.90 | - |
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