Interact to see
Advertisement
Advertisement
FBAFX vs MDCPX
FBAFX vs MDCPX Comparison
Open Charts FBAFX vs MDCPX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
BlackRock Balanced Investor A
Price$27.96
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets1.75B
FBAFX vs MDCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. MDCPX (1.75B). MDCPX pays higher dividends than FBAFX: MDCPX (2.69) vs FBAFX (2.11). FBAFX was incepted earlier than MDCPX: FBAFX (5 years) vs MDCPX (31 years). MDCPX (0.79) 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 : 11.64 vs. MDCPX (9.69). FBAFX return over 5 years is better than : 39.18 vs. MDCPX (17.70).
| FBAFX | MDCPX | FBAFX / MDCPX | |
| Total Expense Ratio | 0.34 | 0.78 | 44% |
| Annual Report Gross Expense Ratio | 0.34 | 0.79 | 43% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 2.481 | 2.568 | 97% |
| Front Load | N/A | 5% | - |
| 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 | 2.69 | 78% |
| Returns for 1 year | 11.64 | 9.69 | 120% |
| Returns for 3 years | 37.86 | 32.76 | 116% |
| Returns for 5 years | 39.18 | 17.70 | 221% |
| Returns for 10 years | N/A | 52.73 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HTD | 24.79 | 0.25 | +1.02% |
| John Hancock Tax-Advantaged Dividend Income Fund | |||
| LKOR | 42.35 | 0.02 | +0.04% |
| FlexShares Crdt-Scrd US Lng Corp Bd ETF | |||
| WTMF | 38.59 | -0.03 | -0.08% |
| WisdomTree Managed Futures Strategy ETF | |||
| VTI | 339.85 | -2.63 | -0.77% |
| Vanguard Total Stock Market ETF | |||
| TQQY | 15.29 | -0.35 | -2.21% |
| GraniteShares YieldBOOST QQQ ETF | |||