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FBONX vs MMBRX
FBONX vs MMBRX Comparison
Open Charts FBONX vs MMBRX
American Funds American Balanced 529-F-3
Price$33.48
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MassMutual Balanced R3
Price$10.96
Change-$0.25 (-2.23%)
VolumeN/A
Net Assets91.2M
FBONX vs MMBRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. MMBRX (91.2M). 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 : 4.57 vs. MMBRX (1.59).
| 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 | 0.472 | -0.621 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 91.2M | 257,675% |
| Annual Yield % from dividends | 2.26 | 1.08 | 209% |
| Returns for 1 year | 4.57 | 1.59 | 288% |
| Returns for 3 years | 14.60 | 7.95 | 184% |
| Returns for 5 years | N/A | 22.83 | - |
| Returns for 10 years | N/A | 6.72 | - |
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