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FBAFX vs MACPX
FBAFX vs MACPX Comparison
Open Charts FBAFX vs MACPX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
BlackRock Balanced Institutional
Price$28.41
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets1.73B
FBAFX vs MACPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. MACPX (1.73B). MACPX pays higher dividends than FBAFX: MACPX (2.62) vs FBAFX (1.90). 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: 101.00 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 : 9.57 vs. MACPX (4.63). FBAFX return over 5 years is better than : 42.71 vs. MACPX (18.56).
| 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 | 16.857 | 10.630 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.73B | 15,531% |
| Annual Yield % from dividends | 1.90 | 2.62 | 73% |
| Returns for 1 year | 9.57 | 4.63 | 207% |
| Returns for 3 years | 42.02 | 35.64 | 118% |
| Returns for 5 years | 42.71 | 18.56 | 230% |
| Returns for 10 years | N/A | 38.40 | - |
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