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FBONX vs MBLAX
FBONX vs MBLAX Comparison
Open Charts FBONX vs MBLAX
American Funds American Balanced 529-F-3
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
Madison Diversified Income A
Price$12.71
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets127.69M
FBONX vs MBLAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. MBLAX (128M). MBLAX pays higher dividends than FBONX: MBLAX (5.14) vs FBONX (2.18). FBONX was incepted earlier than MBLAX: FBONX (5 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: 44.00 vs. MBLAX (8.00). FBONX has a lower initial minimum investment than MBLAX: FBONX (250) vs MBLAX (1000). FBONX annual gain was more profitable for investors over the last year : 7.26 vs. MBLAX (5.08).
| FBONX | MBLAX | FBONX / MBLAX | |
| Total Expense Ratio | 0.30 | 1.16 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.16 | 26% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 4.712 | 2.054 | 229% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 128M | 189,844% |
| Annual Yield % from dividends | 2.18 | 5.14 | 42% |
| Returns for 1 year | 7.26 | 5.08 | 143% |
| Returns for 3 years | 25.41 | -10.91 | -233% |
| Returns for 5 years | N/A | -5.39 | - |
| Returns for 10 years | N/A | 9.57 | - |
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