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AMBFX vs MDCPX
AMBFX vs MDCPX Comparison
Open Charts AMBFX vs MDCPX
American Funds American Balanced F2
Price$38.48
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
BlackRock Balanced Investor A
Price$27.69
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets1.73B
AMBFX vs MDCPX Comparison Chart in %
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AMBFX vs. MDCPX commentary
Sep 28, 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 Hold and MDCPX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 263B vs. MDCPX (1.73B). MDCPX pays higher dividends than AMBFX: MDCPX (2.49) vs AMBFX (2.00). AMBFX was incepted earlier than MDCPX: AMBFX (17 years) vs MDCPX (31 years). MDCPX (0.81) is less costly to investors than AMBFX (0.35). MDCPX is a more actively managed with annual turnover of: 101.00 vs. AMBFX (44.00). AMBFX has a lower initial minimum investment than MDCPX: AMBFX (250) vs MDCPX (1000). AMBFX annual gain was more profitable for investors over the last year : 8.38 vs. MDCPX (3.55). AMBFX return over 5 years is better than : 45.94 vs. MDCPX (23.96).
| AMBFX | MDCPX | AMBFX / MDCPX | |
| Total Expense Ratio | 0.35 | 0.79 | 44% |
| Annual Report Gross Expense Ratio | 0.35 | 0.81 | 43% |
| Fund Existence | 17 years | 31 years | - |
| Gain YTD | 13.342 | 8.856 | 151% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.73B | 15,238% |
| Annual Yield % from dividends | 2.00 | 2.49 | 80% |
| Returns for 1 year | 8.38 | 3.55 | 236% |
| Returns for 3 years | 52.36 | 47.37 | 111% |
| Returns for 5 years | 45.94 | 23.96 | 192% |
| Returns for 10 years | 85.39 | 42.09 | 203% |
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