Interact to see
Advertisement
Advertisement
FBONX vs MMBLX
FBONX vs MMBLX Comparison
Open Charts FBONX vs MMBLX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
MassMutual Balanced Adm
Price$12.68
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets91.25M
FBONX vs MMBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. MMBLX (91.2M). FBONX pays higher dividends than MMBLX: FBONX (2.10) vs MMBLX (0.94). FBONX was incepted earlier than MMBLX: FBONX (5 years) vs MMBLX (26 years). MMBLX (1.12) is less costly to investors than FBONX (0.30). MMBLX is a more actively managed with annual turnover of: 155.00 vs. FBONX (44.00). MMBLX has a lower initial minimum investment than FBONX: MMBLX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. MMBLX (3.82).
| FBONX | MMBLX | FBONX / MMBLX | |
| Total Expense Ratio | 0.30 | 1.12 | 27% |
| Annual Report Gross Expense Ratio | 0.30 | 1.12 | 27% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 8.208 | 4.793 | 171% |
| 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 | 0.94 | 223% |
| Returns for 1 year | 8.16 | 3.82 | 214% |
| Returns for 3 years | 37.33 | 28.38 | 132% |
| Returns for 5 years | N/A | 13.91 | - |
| Returns for 10 years | N/A | 21.37 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement