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FBAFX vs MDCPX
FBAFX vs MDCPX Comparison
Open Charts FBAFX vs MDCPX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
BlackRock Balanced Investor A
Price$26.79
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.69B
FBAFX vs MDCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B 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 : 10.54 vs. MDCPX (6.22).
| 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 | 9.185 | 5.318 | 173% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.69B | 15,038% |
| Annual Yield % from dividends | 2.06 | 3.57 | 58% |
| Returns for 1 year | 10.54 | 6.22 | 169% |
| Returns for 3 years | 36.84 | 31.38 | 117% |
| Returns for 5 years | N/A | 22.18 | - |
| Returns for 10 years | N/A | 29.23 | - |
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