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FBONX vs MSFKX
FBONX vs MSFKX Comparison
Open Charts FBONX vs MSFKX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
MFS Total Return R6
Price$20.66
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
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FBONX vs MSFKX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. MSFKX (8.1B). MSFKX (2.61) and FBONX (2.50) have matching dividends . FBONX was incepted earlier than MSFKX: FBONX (4 years) vs MSFKX (12 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (43.00). MSFKX has a lower initial minimum investment than FBONX: MSFKX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 21.32 vs. MSFKX (12.09).
| FBONX | MSFKX | FBONX / MSFKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 12.986 | 9.503 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.1B | 2,913% |
| Annual Yield % from dividends | 2.50 | 2.61 | 96% |
| Returns for 1 year | 21.32 | 12.09 | 176% |
| Returns for 3 years | 14.84 | -1.24 | -1,200% |
| Returns for 5 years | N/A | 18.31 | - |
| Returns for 10 years | N/A | 41.36 | - |
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