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FBONX vs MACHX
FBONX vs MACHX Comparison
Open Charts FBONX vs MACHX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
MoA Balanced Fund
Price$21.92
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets202.71M
FBONX vs MACHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. MACHX (203M). FBONX (2.10) and MACHX (2.07) have matching dividends . FBONX was incepted earlier than MACHX: FBONX (5 years) vs MACHX (41 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 (8.36) and FBONX (8.16) have marching annual gain over last year.
| 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 | 41 years | - |
| Gain YTD | 8.208 | 8.977 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 203M | 124,138% |
| Annual Yield % from dividends | 2.10 | 2.07 | 101% |
| Returns for 1 year | 8.16 | 8.36 | 98% |
| Returns for 3 years | 37.33 | 27.79 | 134% |
| Returns for 5 years | N/A | 34.21 | - |
| Returns for 10 years | N/A | 35.27 | - |
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