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FBAFX vs MBLDX
FBAFX vs MBLDX Comparison
Open Charts FBAFX vs MBLDX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MassMutual Balanced R5
Price$12.57
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets91.25M
FBAFX vs MBLDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. MBLDX (91.2M). FBAFX pays higher dividends than MBLDX: FBAFX (2.06) vs MBLDX (1.46). FBAFX was incepted earlier than MBLDX: FBAFX (5 years) vs MBLDX (31 years). MBLDX (0.92) is less costly to investors than FBAFX (0.34). MBLDX is a more actively managed with annual turnover of: 155.00 vs. FBAFX (44.00). MBLDX has a lower initial minimum investment than FBAFX: MBLDX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. MBLDX (3.96).
| FBAFX | MBLDX | FBAFX / MBLDX | |
| Total Expense Ratio | 0.34 | 0.92 | 37% |
| Annual Report Gross Expense Ratio | 0.34 | 0.92 | 37% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 8.217 | 4.837 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 91.2M | 276,316% |
| Annual Yield % from dividends | 2.06 | 1.46 | 141% |
| Returns for 1 year | 8.12 | 3.96 | 205% |
| Returns for 3 years | 37.19 | 29.07 | 128% |
| Returns for 5 years | N/A | 14.83 | - |
| Returns for 10 years | N/A | 23.46 | - |
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