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FBAFX vs MDCPX
FBAFX vs MDCPX Comparison
Open Charts FBAFX vs MDCPX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BlackRock Balanced Investor A
Price$27.74
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.69B
FBAFX vs MDCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. MDCPX (1.69B). MDCPX pays higher dividends than FBAFX: MDCPX (3.57) vs FBAFX (2.06). 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: 127.00 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 : 8.12 vs. MDCPX (6.88).
| 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 | 8.217 | 7.686 | 107% |
| Front Load | N/A | 5% | - |
| 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 | 3.57 | 58% |
| Returns for 1 year | 8.12 | 6.88 | 118% |
| Returns for 3 years | 37.19 | 32.06 | 116% |
| Returns for 5 years | N/A | 27.57 | - |
| Returns for 10 years | N/A | 33.35 | - |
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