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FBAFX vs MDCPX
FBAFX vs MDCPX Comparison
Open Charts FBAFX vs MDCPX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
BlackRock Balanced Investor A
Price$28.20
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets1.73B
FBAFX vs MDCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. MDCPX (1.73B). MDCPX pays higher dividends than FBAFX: MDCPX (2.41) vs FBAFX (1.90). FBAFX was incepted earlier than MDCPX: FBAFX (5 years) vs MDCPX (31 years). MDCPX (0.81) is less costly to investors than FBAFX (0.34). MDCPX is a more actively managed with annual turnover of: 101.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than MDCPX: FBAFX (250) vs MDCPX (1000). FBAFX annual gain was more profitable for investors over the last year : 10.04 vs. MDCPX (4.66). FBAFX return over 5 years is better than : 42.47 vs. MDCPX (16.89).
| FBAFX | MDCPX | FBAFX / MDCPX | |
| Total Expense Ratio | 0.34 | 0.79 | 43% |
| Annual Report Gross Expense Ratio | 0.34 | 0.81 | 42% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 17.387 | 10.861 | 160% |
| Front Load | N/A | 5% | - |
| 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 | 2.41 | 79% |
| Returns for 1 year | 10.04 | 4.66 | 215% |
| Returns for 3 years | 42.67 | 35.23 | 121% |
| Returns for 5 years | 42.47 | 16.89 | 252% |
| Returns for 10 years | N/A | 35.36 | - |
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