Ad is loading...
FBONX vs MSFRX
FBONX vs MSFRX Comparison
Open Charts FBONX vs MSFRX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
MFS Total Return A
Price$20.65
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBONX vs MSFRX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. MSFRX (8.1B). FBONX pays higher dividends than MSFRX: FBONX (2.50) vs MSFRX (2.32). FBONX was incepted earlier than MSFRX: FBONX (4 years) vs MSFRX (54 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (43.00). FBONX has a lower initial minimum investment than MSFRX: FBONX (250) vs MSFRX (1000). FBONX annual gain was more profitable for investors over the last year : 24.74 vs. MSFRX (13.91).
| FBONX | MSFRX | FBONX / MSFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 54 years | - |
| Gain YTD | 14.251 | 9.696 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.1B | 2,913% |
| Annual Yield % from dividends | 2.50 | 2.32 | 108% |
| Returns for 1 year | 24.74 | 13.91 | 178% |
| Returns for 3 years | 17.33 | -0.84 | -2,053% |
| Returns for 5 years | N/A | 16.86 | - |
| Returns for 10 years | N/A | 38.56 | - |