Interact to see
Advertisement
Advertisement
FBONX vs FMSDX
FBONX vs FMSDX Comparison
Open Charts FBONX vs FMSDX
American Funds American Balanced 529-F-3
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Fidelity Multi-Asset Income
Price$15.73
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets3.15B
FBONX vs FMSDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 265B vs. FMSDX (3.15B). FMSDX pays higher dividends than FBONX: FMSDX (3.78) vs FBONX (2.00). 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). FMSDX annual gain was more profitable for investors over the last year : 14.11 vs. FBONX (9.00).
| 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 | 14.886 | 14.947 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 3.15B | 8,426% |
| Annual Yield % from dividends | 2.00 | 3.78 | 53% |
| Returns for 1 year | 9.00 | 14.11 | 64% |
| Returns for 3 years | 52.65 | 45.30 | 116% |
| Returns for 5 years | N/A | 54.63 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement