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FBAFX vs MACHX
FBAFX vs MACHX Comparison
Open Charts FBAFX vs MACHX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MoA Balanced Fund
Price$22.26
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets205.7M
FBAFX vs MACHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. MACHX (206M). 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 (1000). MACHX (10.95) and FBAFX (10.54) 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 | 9.185 | 10.668 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 206M | 123,301% |
| Annual Yield % from dividends | 2.06 | 2.07 | 100% |
| Returns for 1 year | 10.54 | 10.95 | 96% |
| Returns for 3 years | 36.84 | 27.61 | 133% |
| Returns for 5 years | N/A | 33.81 | - |
| Returns for 10 years | N/A | 36.92 | - |