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FBAFX vs MCCPX
FBAFX vs MCCPX Comparison
Open Charts FBAFX vs MCCPX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BlackRock Balanced Investor C
Price$22.19
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets1.69B
FBAFX vs MCCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. MCCPX (1.69B). MCCPX pays higher dividends than FBAFX: MCCPX (3.74) vs FBAFX (2.06). 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: 127.00 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 : 8.12 vs. MCCPX (5.21).
| 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 | 8.217 | 7.250 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.69B | 14,911% |
| Annual Yield % from dividends | 2.06 | 3.74 | 55% |
| Returns for 1 year | 8.12 | 5.21 | 156% |
| Returns for 3 years | 37.19 | 27.07 | 137% |
| Returns for 5 years | N/A | 17.73 | - |
| Returns for 10 years | N/A | 13.77 | - |
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