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FBAFX vs MACHX
FBAFX vs MACHX Comparison
Open Charts FBAFX vs MACHX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MoA Balanced Fund
Price$21.92
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets202.71M
FBAFX vs MACHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. MACHX (203M). MACHX (2.07) and FBAFX (2.06) have matching dividends . FBAFX was incepted earlier than MACHX: FBAFX (5 years) vs MACHX (41 years). MACHX (0.56) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. MACHX (36.98). FBAFX has a lower initial minimum investment than MACHX: FBAFX (250) vs MACHX (3000). MACHX (8.36) and FBAFX (8.12) have marching annual gain over last year.
| FBAFX | MACHX | FBAFX / MACHX | |
| Total Expense Ratio | 0.34 | 0.56 | 61% |
| Annual Report Gross Expense Ratio | 0.34 | 0.56 | 61% |
| Fund Existence | 5 years | 41 years | - |
| Gain YTD | 8.217 | 8.977 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 203M | 124,138% |
| Annual Yield % from dividends | 2.06 | 2.07 | 100% |
| Returns for 1 year | 8.12 | 8.36 | 97% |
| Returns for 3 years | 37.19 | 27.79 | 134% |
| Returns for 5 years | N/A | 34.21 | - |
| Returns for 10 years | N/A | 35.27 | - |
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