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FBONX vs MBBIX
FBONX vs MBBIX Comparison
Open Charts FBONX vs MBBIX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
MassMutual Balanced I
Price$12.58
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets91.25M
FBONX vs MBBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. MBBIX (91.2M). FBONX pays higher dividends than MBBIX: FBONX (2.10) vs MBBIX (1.56). FBONX was incepted earlier than MBBIX: FBONX (5 years) vs MBBIX (11 years). MBBIX (0.82) is less costly to investors than FBONX (0.30). MBBIX is a more actively managed with annual turnover of: 155.00 vs. FBONX (44.00). MBBIX has a lower initial minimum investment than FBONX: MBBIX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. MBBIX (4.07).
| FBONX | MBBIX | FBONX / MBBIX | |
| Total Expense Ratio | 0.30 | 0.82 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.82 | 37% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.208 | 4.921 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 91.2M | 276,316% |
| Annual Yield % from dividends | 2.10 | 1.56 | 134% |
| Returns for 1 year | 8.16 | 4.07 | 200% |
| Returns for 3 years | 37.33 | 29.52 | 126% |
| Returns for 5 years | N/A | 15.47 | - |
| Returns for 10 years | N/A | 24.90 | - |