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AMBFX vs MKCPX
AMBFX vs MKCPX Comparison
Open Charts AMBFX vs MKCPX
American Funds American Balanced F2
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BlackRock Balanced K
Price$27.95
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets1.69B
AMBFX vs MKCPX Comparison Chart in %
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AMBFX vs. MKCPX commentary
Jul 07, 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 MKCPX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 252B vs. MKCPX (1.69B). MKCPX pays higher dividends than AMBFX: MKCPX (3.84) vs AMBFX (2.05). AMBFX was incepted earlier than MKCPX: AMBFX (17 years) vs MKCPX (7 years). MKCPX (0.49) is less costly to investors than AMBFX (0.35). MKCPX is a more actively managed with annual turnover of: 127.00 vs. AMBFX (44.00). AMBFX has a lower initial minimum investment than MKCPX: AMBFX (250) vs MKCPX (5000000). AMBFX annual gain was more profitable for investors over the last year : 8.11 vs. MKCPX (7.28). AMBFX return over 5 years is better than : 42.85 vs. MKCPX (29.74).
| AMBFX | MKCPX | AMBFX / MKCPX | |
| Total Expense Ratio | 0.35 | 0.48 | 73% |
| Annual Report Gross Expense Ratio | 0.35 | 0.49 | 71% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 8.181 | 7.915 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.69B | 14,911% |
| Annual Yield % from dividends | 2.05 | 3.84 | 53% |
| Returns for 1 year | 8.11 | 7.28 | 111% |
| Returns for 3 years | 35.95 | 33.37 | 108% |
| Returns for 5 years | 42.85 | 29.74 | 144% |
| Returns for 10 years | 67.46 | N/A | - |
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