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FBONX vs MRBPX
FBONX vs MRBPX Comparison
Open Charts FBONX vs MRBPX
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
BlackRock Balanced R
Price$22.05
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets1.53B
FBONX vs MRBPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. MRBPX (1.53B). MRBPX pays higher dividends than FBONX: MRBPX (3.97) vs FBONX (2.26). FBONX was incepted earlier than MRBPX: FBONX (4 years) vs MRBPX (22 years). MRBPX (1.20) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. MRBPX (127.00). 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 : 2.88 vs. MRBPX (2.39).
| FBONX | MRBPX | FBONX / MRBPX | |
| Total Expense Ratio | 0.30 | 1.19 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.20 | 25% |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | -3.622 | -3.084 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.53B | 14,668% |
| Annual Yield % from dividends | 2.26 | 3.97 | 57% |
| Returns for 1 year | 2.88 | 2.39 | 120% |
| Returns for 3 years | 12.09 | 7.61 | 159% |
| Returns for 5 years | N/A | 18.06 | - |
| Returns for 10 years | N/A | 8.66 | - |
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