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AMBFX vs MCCPX
AMBFX vs MCCPX Comparison
Open Charts AMBFX vs MCCPX
American Funds American Balanced F2
Price$37.43
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
BlackRock Balanced Investor C
Price$21.51
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.7B
AMBFX vs MCCPX Comparison Chart in %
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AMBFX vs. MCCPX commentary
Aug 18, 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: 256B vs. MCCPX (1.7B). MCCPX pays higher dividends than AMBFX: MCCPX (2.47) vs AMBFX (2.03). 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: 127.00 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 : 8.22 vs. MCCPX (3.03). AMBFX return over 5 years is better than : 39.42 vs. MCCPX (10.11).
| 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 | 9.884 | 5.301 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.7B | 15,023% |
| Annual Yield % from dividends | 2.03 | 2.47 | 82% |
| Returns for 1 year | 8.22 | 3.03 | 271% |
| Returns for 3 years | 30.33 | 22.04 | 138% |
| Returns for 5 years | 39.42 | 10.11 | 390% |
| Returns for 10 years | 68.52 | 10.16 | 675% |
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