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$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Fidelity Multi-Asset Income
Price$15.54
Change-$0.27 (-1.71%)
VolumeN/A
Net Assets3.25B
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: 269B vs. FMSDX (3.25B). FMSDX pays higher dividends than FBONX: FMSDX (3.77) vs FBONX (1.97). 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 : 13.24 vs. FBONX (10.27). FMSDX return over 5 years is better than : 53.24 vs. FBONX (45.24).
| 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 | 16.506 | 15.800 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 3.25B | 8,282% |
| Annual Yield % from dividends | 1.97 | 3.77 | 52% |
| Returns for 1 year | 10.27 | 13.24 | 78% |
| Returns for 3 years | 45.55 | 42.81 | 106% |
| Returns for 5 years | 45.24 | 53.24 | 85% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers