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FBONX vs MTRCX
FBONX vs MTRCX Comparison
Open Charts FBONX vs MTRCX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
MFS Total Return C
Price$20.86
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
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FBONX vs MTRCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. MTRCX (8.1B). FBONX pays higher dividends than MTRCX: FBONX (2.50) vs MTRCX (1.59). FBONX was incepted earlier than MTRCX: FBONX (4 years) vs MTRCX (30 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (43.00). FBONX has a lower initial minimum investment than MTRCX: FBONX (250) vs MTRCX (1000). FBONX annual gain was more profitable for investors over the last year : 24.74 vs. MTRCX (10.98).
| FBONX | MTRCX | FBONX / MTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 30 years | - |
| Gain YTD | 14.251 | 8.671 | 164% |
| 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 | 1.59 | 157% |
| Returns for 1 year | 24.74 | 10.98 | 225% |
| Returns for 3 years | 17.33 | -4.24 | -408% |
| Returns for 5 years | N/A | 12.30 | - |
| Returns for 10 years | N/A | 27.26 | - |
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