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FBAFX vs MDCPX
FBAFX vs MDCPX Comparison
Open Charts FBAFX vs MDCPX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
BlackRock Balanced Investor A
Price$28.02
Change-$0.25 (-0.88%)
VolumeN/A
Net Assets1.74B
FBAFX vs MDCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. MDCPX (1.74B). MDCPX pays higher dividends than FBAFX: MDCPX (2.41) vs FBAFX (1.94). 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 : 9.01 vs. MDCPX (5.40). FBAFX return over 5 years is better than : 43.18 vs. MDCPX (19.21).
| 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 | 15.061 | 10.153 | 148% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.74B | 15,451% |
| Annual Yield % from dividends | 1.94 | 2.41 | 80% |
| Returns for 1 year | 9.01 | 5.40 | 167% |
| Returns for 3 years | 44.43 | 39.12 | 114% |
| Returns for 5 years | 43.18 | 19.21 | 225% |
| Returns for 10 years | N/A | 36.86 | - |
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