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FBONX vs MACHX
FBONX vs MACHX Comparison
Open Charts FBONX vs MACHX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MoA Balanced Fund
Price$21.42
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets197.7M
FBONX vs MACHX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. MACHX (198M). FBONX pays higher dividends than MACHX: FBONX (2.18) vs MACHX (1.95). FBONX was incepted earlier than MACHX: FBONX (5 years) vs MACHX (40 years). MACHX (0.56) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. MACHX (36.98). FBONX has a lower initial minimum investment than MACHX: FBONX (250) vs MACHX (3000). MACHX annual gain was more profitable for investors over the last year : 6.25 vs. FBONX (5.58).
| FBONX | MACHX | FBONX / MACHX | |
| Total Expense Ratio | 0.30 | 0.56 | 54% |
| Annual Report Gross Expense Ratio | 0.30 | 0.56 | 54% |
| Fund Existence | 5 years | 40 years | - |
| Gain YTD | 4.568 | 5.413 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 198M | 123,232% |
| Annual Yield % from dividends | 2.18 | 1.95 | 112% |
| Returns for 1 year | 5.58 | 6.25 | 89% |
| Returns for 3 years | 34.82 | 25.67 | 136% |
| Returns for 5 years | N/A | 32.23 | - |
| Returns for 10 years | N/A | 29.67 | - |
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