Interact to see
Advertisement
Advertisement
FBAFX vs MCCPX
FBAFX vs MCCPX Comparison
Open Charts FBAFX vs MCCPX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
BlackRock Balanced Investor C
Price$22.31
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets1.73B
FBAFX vs MCCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. MCCPX (1.73B). MCCPX pays higher dividends than FBAFX: MCCPX (2.34) vs FBAFX (1.90). 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 : 9.57 vs. MCCPX (2.01). FBAFX return over 5 years is better than : 42.71 vs. MCCPX (7.11).
| 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 | 16.857 | 8.727 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.73B | 15,531% |
| Annual Yield % from dividends | 1.90 | 2.34 | 81% |
| Returns for 1 year | 9.57 | 2.01 | 477% |
| Returns for 3 years | 42.02 | 29.43 | 143% |
| Returns for 5 years | 42.71 | 7.11 | 601% |
| Returns for 10 years | N/A | 14.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement