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FBONX vs FMSDX
FBONX vs FMSDX Comparison
Open Charts FBONX vs FMSDX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Fidelity Multi-Asset Income
Price$15.65
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets3.23B
FBONX vs FMSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. FMSDX (3.23B). FMSDX pays higher dividends than FBONX: FMSDX (3.82) vs FBONX (1.93). FBONX was incepted earlier than FMSDX: FBONX (5 years) vs FMSDX (8 years). FMSDX (0.80) is less costly to investors than FBONX (0.30). FMSDX is a more actively managed with annual turnover of: 230.00 vs. FBONX (44.00). FMSDX has a lower initial minimum investment than FBONX: FMSDX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 9.61 vs. FMSDX (9.14). FMSDX (45.01) and FBONX (43.00) have equivalent 5 years return.
| FBONX | FMSDX | FBONX / FMSDX | |
| Total Expense Ratio | 0.30 | 0.80 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.80 | 37% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 16.889 | 13.530 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 3.23B | 8,331% |
| Annual Yield % from dividends | 1.93 | 3.82 | 51% |
| Returns for 1 year | 9.61 | 9.14 | 105% |
| Returns for 3 years | 42.16 | 35.05 | 120% |
| Returns for 5 years | 43.00 | 45.01 | 96% |
| Returns for 10 years | N/A | N/A | - |
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