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FBONX vs MBLDX
FBONX vs MBLDX Comparison
Open Charts FBONX vs MBLDX
American Funds American Balanced 529-F-3
Price$38.17
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
MassMutual Balanced R5
Price$12.85
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets59.69M
FBONX vs MBLDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. MBLDX (59.7M). FBONX pays higher dividends than MBLDX: FBONX (2.05) vs MBLDX (1.43). 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 : 10.27 vs. MBLDX (3.54).
| 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 | 11.583 | 6.795 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 59.7M | 433,836% |
| Annual Yield % from dividends | 2.05 | 1.43 | 143% |
| Returns for 1 year | 10.27 | 3.54 | 290% |
| Returns for 3 years | 42.21 | 31.73 | 133% |
| Returns for 5 years | N/A | 10.26 | - |
| Returns for 10 years | N/A | 30.29 | - |
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