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FBONX vs MBLDX
FBONX vs MBLDX Comparison
Open Charts FBONX vs MBLDX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MassMutual Balanced R5
Price$12.64
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets89.58M
FBONX vs MBLDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. MBLDX (89.6M). FBONX pays higher dividends than MBLDX: FBONX (2.10) vs MBLDX (1.46). FBONX was incepted earlier than MBLDX: FBONX (5 years) vs MBLDX (31 years). MBLDX (0.92) is less costly to investors than FBONX (0.30). MBLDX is a more actively managed with annual turnover of: 130.00 vs. FBONX (44.00). MBLDX has a lower initial minimum investment than FBONX: MBLDX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. MBLDX (5.40).
| FBONX | MBLDX | FBONX / MBLDX | |
| Total Expense Ratio | 0.30 | 0.92 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.92 | 33% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 9.205 | 5.421 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 89.6M | 283,482% |
| Annual Yield % from dividends | 2.10 | 1.46 | 144% |
| Returns for 1 year | 10.59 | 5.40 | 196% |
| Returns for 3 years | 36.98 | 28.15 | 131% |
| Returns for 5 years | N/A | 13.18 | - |
| Returns for 10 years | N/A | 23.54 | - |
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