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AMBFX vs MKCPX
AMBFX vs MKCPX Comparison
Open Charts AMBFX vs MKCPX
American Funds American Balanced F2
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
BlackRock Balanced K
Price$27.21
Change-$0.22 (-0.80%)
VolumeN/A
Net Assets1.65B
AMBFX vs MKCPX Comparison Chart
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AMBFX vs. MKCPX commentary
Jun 16, 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: 244B vs. MKCPX (1.65B). MKCPX pays higher dividends than AMBFX: MKCPX (3.96) vs AMBFX (2.13). 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). MKCPX (5.57) and AMBFX (5.53) have marching annual gain over last year. AMBFX return over 5 years is better than : 39.71 vs. MKCPX (29.19).
| 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 | 4.541 | 5.058 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.65B | 14,770% |
| Annual Yield % from dividends | 2.13 | 3.96 | 54% |
| Returns for 1 year | 5.53 | 5.57 | 99% |
| Returns for 3 years | 33.47 | 32.17 | 104% |
| Returns for 5 years | 39.71 | 29.19 | 136% |
| Returns for 10 years | 59.88 | N/A | - |
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