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FBONX vs MMBRX
FBONX vs MMBRX Comparison
Open Charts FBONX vs MMBRX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
MassMutual Balanced R3
Price$10.80
Change+$0.08 (+0.75%)
VolumeN/A
Net Assets86.26M
FBONX vs MMBRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. MMBRX (86.3M). FBONX pays higher dividends than MMBRX: FBONX (2.26) vs MMBRX (1.08). FBONX was incepted earlier than MMBRX: FBONX (4 years) vs MMBRX (11 years). MMBRX (1.52) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. MMBRX (155.00). 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 : 1.94 vs. MMBRX (-0.35).
| FBONX | MMBRX | FBONX / MMBRX | |
| Total Expense Ratio | 0.30 | 1.52 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.52 | 20% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -3.710 | -4.965 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 86.3M | 263,036% |
| Annual Yield % from dividends | 2.26 | 1.08 | 209% |
| Returns for 1 year | 1.94 | -0.35 | -555% |
| Returns for 3 years | 14.20 | 7.96 | 178% |
| Returns for 5 years | N/A | 7.81 | - |
| Returns for 10 years | N/A | 0.88 | - |
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