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FBONX vs MMBRX
FBONX vs MMBRX Comparison
Open Charts FBONX vs MMBRX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
MassMutual Balanced R3
Price$11.79
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets91.25M
FBONX vs MMBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. MMBRX (91.2M). FBONX pays higher dividends than MMBRX: FBONX (2.10) vs MMBRX (1.03). FBONX was incepted earlier than MMBRX: FBONX (5 years) vs MMBRX (11 years). MMBRX (1.52) is less costly to investors than FBONX (0.30). MMBRX is a more actively managed with annual turnover of: 155.00 vs. FBONX (44.00). MMBRX has a lower initial minimum investment than FBONX: MMBRX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. MMBRX (3.05).
| FBONX | MMBRX | FBONX / MMBRX | |
| Total Expense Ratio | 0.30 | 1.52 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.52 | 20% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.208 | 4.521 | 182% |
| 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 | 1.03 | 204% |
| Returns for 1 year | 8.16 | 3.05 | 267% |
| Returns for 3 years | 37.33 | 26.37 | 142% |
| Returns for 5 years | N/A | 9.67 | - |
| Returns for 10 years | N/A | 13.48 | - |