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FBAFX vs MKCPX
FBAFX vs MKCPX Comparison
Open Charts FBAFX vs MKCPX
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
BlackRock Balanced K
Price$27.32
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets1.7B
FBAFX vs MKCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. MKCPX (1.7B). MKCPX pays higher dividends than FBAFX: MKCPX (2.84) vs FBAFX (2.04). FBAFX was incepted earlier than MKCPX: FBAFX (5 years) vs MKCPX (8 years). MKCPX (0.49) is less costly to investors than FBAFX (0.34). MKCPX is a more actively managed with annual turnover of: 127.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than MKCPX: FBAFX (250) vs MKCPX (5000000). FBAFX annual gain was more profitable for investors over the last year : 8.23 vs. MKCPX (5.82).
| FBAFX | MKCPX | FBAFX / MKCPX | |
| Total Expense Ratio | 0.34 | 0.48 | 71% |
| Annual Report Gross Expense Ratio | 0.34 | 0.49 | 69% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 9.918 | 6.945 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.7B | 15,023% |
| Annual Yield % from dividends | 2.04 | 2.84 | 72% |
| Returns for 1 year | 8.23 | 5.82 | 141% |
| Returns for 3 years | 31.57 | 28.18 | 112% |
| Returns for 5 years | N/A | 22.34 | - |
| Returns for 10 years | N/A | N/A | - |