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FBONX vs MTRBX
FBONX vs MTRBX Comparison
Open Charts FBONX vs MTRBX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
MFS Total Return B
Price$20.73
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
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FBONX vs MTRBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. MTRBX (8.1B). FBONX pays higher dividends than MTRBX: FBONX (2.50) vs MTRBX (1.60). FBONX was incepted earlier than MTRBX: FBONX (4 years) vs MTRBX (31 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (43.00). FBONX has a lower initial minimum investment than MTRBX: FBONX (250) vs MTRBX (1000). FBONX annual gain was more profitable for investors over the last year : 21.32 vs. MTRBX (10.93).
| FBONX | MTRBX | FBONX / MTRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | 12.986 | 8.668 | 150% |
| 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 | 1.60 | 157% |
| Returns for 1 year | 21.32 | 10.93 | 195% |
| Returns for 3 years | 14.84 | -4.38 | -339% |
| Returns for 5 years | N/A | 12.14 | - |
| Returns for 10 years | N/A | 27.02 | - |
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