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FBAFX vs MACHX
FBAFX vs MACHX Comparison
Open Charts FBAFX vs MACHX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MoA Balanced Fund
Price$21.42
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets197.7M
FBAFX vs MACHX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. MACHX (198M). FBAFX pays higher dividends than MACHX: FBAFX (2.14) vs MACHX (1.95). FBAFX was incepted earlier than MACHX: FBAFX (5 years) vs MACHX (40 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 annual gain was more profitable for investors over the last year : 6.00 vs. FBAFX (5.57).
| 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 | 40 years | - |
| Gain YTD | 4.578 | 5.167 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 198M | 123,232% |
| Annual Yield % from dividends | 2.14 | 1.95 | 110% |
| Returns for 1 year | 5.57 | 6.00 | 93% |
| Returns for 3 years | 34.68 | 25.38 | 137% |
| Returns for 5 years | N/A | 31.92 | - |
| Returns for 10 years | N/A | 29.37 | - |
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