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FBONX vs MRBPX
FBONX vs MRBPX Comparison
Open Charts FBONX vs MRBPX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
BlackRock Balanced R
Price$24.40
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets1.69B
FBONX vs MRBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. MRBPX (1.69B). MRBPX pays higher dividends than FBONX: MRBPX (3.72) vs FBONX (2.10). FBONX was incepted earlier than MRBPX: FBONX (5 years) vs MRBPX (23 years). MRBPX (1.20) is less costly to investors than FBONX (0.30). MRBPX is a more actively managed with annual turnover of: 127.00 vs. FBONX (44.00). MRBPX has a lower initial minimum investment than FBONX: MRBPX (100) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. MRBPX (6.02).
| FBONX | MRBPX | FBONX / MRBPX | |
| Total Expense Ratio | 0.30 | 1.19 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.20 | 25% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 8.208 | 7.489 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.69B | 14,911% |
| Annual Yield % from dividends | 2.10 | 3.72 | 56% |
| Returns for 1 year | 8.16 | 6.02 | 136% |
| Returns for 3 years | 37.33 | 29.47 | 127% |
| Returns for 5 years | N/A | 22.19 | - |
| Returns for 10 years | N/A | 22.58 | - |
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