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FBAFX vs MACPX
FBAFX vs MACPX Comparison
Open Charts FBAFX vs MACPX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
BlackRock Balanced Institutional
Price$27.21
Change-$0.21 (-0.77%)
VolumeN/A
Net Assets1.65B
FBAFX vs MACPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. MACPX (1.65B). MACPX pays higher dividends than FBAFX: MACPX (3.89) vs FBAFX (2.14). FBAFX was incepted earlier than MACPX: FBAFX (5 years) vs MACPX (52 years). MACPX (0.56) is less costly to investors than FBAFX (0.34). MACPX is a more actively managed with annual turnover of: 127.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than MACPX: FBAFX (250) vs MACPX (2000000). FBAFX (5.57) and MACPX (5.50) have marching annual gain over last year.
| FBAFX | MACPX | FBAFX / MACPX | |
| Total Expense Ratio | 0.34 | 0.54 | 63% |
| Annual Report Gross Expense Ratio | 0.34 | 0.56 | 61% |
| Fund Existence | 5 years | 52 years | - |
| Gain YTD | 4.578 | 5.017 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.65B | 14,770% |
| Annual Yield % from dividends | 2.14 | 3.89 | 55% |
| Returns for 1 year | 5.57 | 5.50 | 101% |
| Returns for 3 years | 34.68 | 31.96 | 108% |
| Returns for 5 years | N/A | 28.78 | - |
| Returns for 10 years | N/A | 31.84 | - |
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