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FBONX vs MRBPX
FBONX vs MRBPX Comparison
Open Charts FBONX vs MRBPX
American Funds American Balanced 529-F-3
Price$37.18
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets252.99B
BlackRock Balanced R
Price$23.52
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets1.68B
FBONX vs MRBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 253B vs. MRBPX (1.68B). MRBPX pays higher dividends than FBONX: MRBPX (2.57) vs FBONX (2.08). FBONX was incepted earlier than MRBPX: FBONX (5 years) vs MRBPX (23 years). MRBPX (1.20) is less costly to investors than FBONX (0.30). MRBPX is a more actively managed with annual turnover of: 127.00 vs. FBONX (44.00). MRBPX has a lower initial minimum investment than FBONX: MRBPX (100) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 10.46 vs. MRBPX (5.69).
| FBONX | MRBPX | FBONX / MRBPX | |
| Total Expense Ratio | 0.30 | 1.19 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.20 | 25% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 9.117 | 4.609 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.68B | 15,033% |
| Annual Yield % from dividends | 2.08 | 2.57 | 81% |
| Returns for 1 year | 10.46 | 5.69 | 184% |
| Returns for 3 years | 33.97 | 25.72 | 132% |
| Returns for 5 years | N/A | 13.37 | - |
| Returns for 10 years | N/A | 17.83 | - |
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