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AMBFX vs MCCPX
AMBFX vs MCCPX Comparison
Open Charts AMBFX vs MCCPX
American Funds American Balanced F2
Price$38.14
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
BlackRock Balanced Investor C
Price$21.78
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.72B
AMBFX vs MCCPX Comparison Chart in %
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AMBFX vs. MCCPX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMBFX is a Buy and MCCPX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. MCCPX (1.72B). MCCPX pays higher dividends than AMBFX: MCCPX (2.41) vs AMBFX (2.00). AMBFX was incepted earlier than MCCPX: AMBFX (17 years) vs MCCPX (31 years). MCCPX (1.58) is less costly to investors than AMBFX (0.35). MCCPX is a more actively managed with annual turnover of: 101.00 vs. AMBFX (44.00). AMBFX has a lower initial minimum investment than MCCPX: AMBFX (250) vs MCCPX (1000). AMBFX annual gain was more profitable for investors over the last year : 10.22 vs. MCCPX (3.17). AMBFX return over 5 years is better than : 41.12 vs. MCCPX (9.84).
| AMBFX | MCCPX | AMBFX / MCCPX | |
| Total Expense Ratio | 0.35 | 1.57 | 22% |
| Annual Report Gross Expense Ratio | 0.35 | 1.58 | 22% |
| Fund Existence | 17 years | 31 years | - |
| Gain YTD | 11.528 | 6.182 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.72B | 15,093% |
| Annual Yield % from dividends | 2.00 | 2.41 | 83% |
| Returns for 1 year | 10.22 | 3.17 | 322% |
| Returns for 3 years | 40.75 | 31.97 | 127% |
| Returns for 5 years | 41.12 | 9.84 | 418% |
| Returns for 10 years | 77.69 | 15.43 | 503% |
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