Interact to see
Advertisement
Advertisement
FBAFX vs MBLDX
FBAFX vs MBLDX Comparison
Open Charts FBAFX vs MBLDX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MassMutual Balanced R5
Price$12.64
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets89.58M
FBAFX vs MBLDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. MBLDX (89.6M). 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: 130.00 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 : 10.54 vs. MBLDX (5.40).
| 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 | 9.185 | 5.421 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 89.6M | 283,482% |
| Annual Yield % from dividends | 2.06 | 1.46 | 141% |
| Returns for 1 year | 10.54 | 5.40 | 195% |
| Returns for 3 years | 36.84 | 28.15 | 131% |
| Returns for 5 years | N/A | 13.18 | - |
| Returns for 10 years | N/A | 23.54 | - |