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FBAFX vs MACPX
FBAFX vs MACPX Comparison
Open Charts FBAFX vs MACPX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BlackRock Balanced Institutional
Price$27.94
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.69B
FBAFX vs MACPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. MACPX (1.69B). MACPX pays higher dividends than FBAFX: MACPX (3.78) vs FBAFX (2.06). 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 annual gain was more profitable for investors over the last year : 8.12 vs. MACPX (7.17).
| 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 | 8.217 | 7.835 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.69B | 14,911% |
| Annual Yield % from dividends | 2.06 | 3.78 | 55% |
| Returns for 1 year | 8.12 | 7.17 | 113% |
| Returns for 3 years | 37.19 | 33.11 | 112% |
| Returns for 5 years | N/A | 29.34 | - |
| Returns for 10 years | N/A | 36.94 | - |
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