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FBAFX vs MCCPX
FBAFX vs MCCPX Comparison
Open Charts FBAFX vs MCCPX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
BlackRock Balanced Investor C
Price$22.17
Change-$0.20 (-0.89%)
VolumeN/A
Net Assets1.74B
FBAFX vs MCCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. MCCPX (1.74B). MCCPX pays higher dividends than FBAFX: MCCPX (2.34) vs FBAFX (1.94). FBAFX was incepted earlier than MCCPX: FBAFX (5 years) vs MCCPX (31 years). MCCPX (1.58) is less costly to investors than FBAFX (0.34). MCCPX is a more actively managed with annual turnover of: 101.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than MCCPX: FBAFX (250) vs MCCPX (1000). FBAFX annual gain was more profitable for investors over the last year : 10.25 vs. MCCPX (3.76). FBAFX return over 5 years is better than : 44.98 vs. MCCPX (10.09).
| FBAFX | MCCPX | FBAFX / MCCPX | |
| Total Expense Ratio | 0.34 | 1.57 | 22% |
| Annual Report Gross Expense Ratio | 0.34 | 1.58 | 22% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 16.503 | 9.511 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.74B | 15,451% |
| Annual Yield % from dividends | 1.94 | 2.34 | 83% |
| Returns for 1 year | 10.25 | 3.76 | 273% |
| Returns for 3 years | 45.39 | 34.14 | 133% |
| Returns for 5 years | 44.98 | 10.09 | 446% |
| Returns for 10 years | N/A | 17.94 | - |
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