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FBAFX vs MCCPX
FBAFX vs MCCPX Comparison
Open Charts FBAFX vs MCCPX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
BlackRock Balanced Investor C
Price$21.93
Change-$0.13 (-0.59%)
VolumeN/A
Net Assets1.75B
FBAFX vs MCCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. MCCPX (1.75B). MCCPX pays higher dividends than FBAFX: MCCPX (2.71) vs FBAFX (2.11). FBAFX was incepted earlier than MCCPX: FBAFX (5 years) vs MCCPX (31 years). MCCPX (1.57) 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 : 11.64 vs. MCCPX (7.23). FBAFX return over 5 years is better than : 39.18 vs. MCCPX (7.57).
| FBAFX | MCCPX | FBAFX / MCCPX | |
| Total Expense Ratio | 0.34 | 1.56 | 22% |
| Annual Report Gross Expense Ratio | 0.34 | 1.57 | 22% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 2.481 | 2.525 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.75B | 15,420% |
| Annual Yield % from dividends | 2.11 | 2.71 | 78% |
| Returns for 1 year | 11.64 | 7.23 | 161% |
| Returns for 3 years | 37.86 | 26.78 | 141% |
| Returns for 5 years | 39.18 | 7.57 | 517% |
| Returns for 10 years | N/A | 28.87 | - |
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