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AMBFX vs MKCPX
AMBFX vs MKCPX Comparison
Open Charts AMBFX vs MKCPX
American Funds American Balanced F2
Price$37.43
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
BlackRock Balanced K
Price$27.32
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets1.7B
AMBFX vs MKCPX Comparison Chart in %
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AMBFX vs. MKCPX 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 MKCPX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 256B vs. MKCPX (1.7B). MKCPX pays higher dividends than AMBFX: MKCPX (2.84) vs AMBFX (2.03). AMBFX was incepted earlier than MKCPX: AMBFX (17 years) vs MKCPX (8 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 : 8.22 vs. MKCPX (5.82). AMBFX return over 5 years is better than : 39.42 vs. MKCPX (22.34).
| 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 | 8 years | - |
| Gain YTD | 9.884 | 6.945 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.7B | 15,023% |
| Annual Yield % from dividends | 2.03 | 2.84 | 72% |
| Returns for 1 year | 8.22 | 5.82 | 141% |
| Returns for 3 years | 30.33 | 28.18 | 108% |
| Returns for 5 years | 39.42 | 22.34 | 176% |
| Returns for 10 years | 68.52 | N/A | - |
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