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FBONX vs MMBRX
FBONX vs MMBRX Comparison
Open Charts FBONX vs MMBRX
American Funds American Balanced 529-F-3
Price$36.87
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
MassMutual Balanced R3
Price$11.74
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets90.48M
FBONX vs MMBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. MMBRX (90.5M). FBONX pays higher dividends than MMBRX: FBONX (2.10) vs MMBRX (1.03). FBONX was incepted earlier than MMBRX: FBONX (5 years) vs MMBRX (11 years). MMBRX (1.52) is less costly to investors than FBONX (0.30). MMBRX is a more actively managed with annual turnover of: 130.00 vs. FBONX (44.00). MMBRX has a lower initial minimum investment than FBONX: MMBRX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 7.36 vs. MMBRX (0.96).
| FBONX | MMBRX | FBONX / MMBRX | |
| Total Expense Ratio | 0.30 | 1.52 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.52 | 20% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.296 | 3.989 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 90.5M | 278,453% |
| Annual Yield % from dividends | 2.10 | 1.03 | 204% |
| Returns for 1 year | 7.36 | 0.96 | 768% |
| Returns for 3 years | 38.36 | 25.86 | 148% |
| Returns for 5 years | N/A | 6.85 | - |
| Returns for 10 years | N/A | 11.30 | - |
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