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FBONX vs MMBDX
FBONX vs MMBDX Comparison
Open Charts FBONX vs MMBDX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
MassMutual Balanced A
Price$12.10
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets91.25M
FBONX vs MMBDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. MMBDX (91.2M). FBONX pays higher dividends than MMBDX: FBONX (2.10) vs MMBDX (1.10). FBONX was incepted earlier than MMBDX: FBONX (5 years) vs MMBDX (28 years). MMBDX (1.32) is less costly to investors than FBONX (0.30). MMBDX is a more actively managed with annual turnover of: 155.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than MMBDX: FBONX (250) vs MMBDX (1000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. MMBDX (3.42).
| FBONX | MMBDX | FBONX / MMBDX | |
| Total Expense Ratio | 0.30 | 1.32 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.32 | 23% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 8.208 | 4.671 | 176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 91.2M | 276,316% |
| Annual Yield % from dividends | 2.10 | 1.10 | 191% |
| Returns for 1 year | 8.16 | 3.42 | 238% |
| Returns for 3 years | 37.33 | 27.19 | 137% |
| Returns for 5 years | N/A | 11.33 | - |
| Returns for 10 years | N/A | 16.42 | - |
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