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FBAFX vs MRBPX
FBAFX vs MRBPX Comparison
Open Charts FBAFX vs MRBPX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BlackRock Balanced R
Price$24.40
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets1.69B
FBAFX vs MRBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. MRBPX (1.69B). MRBPX pays higher dividends than FBAFX: MRBPX (3.72) vs FBAFX (2.06). FBAFX was incepted earlier than MRBPX: FBAFX (5 years) vs MRBPX (23 years). MRBPX (1.20) is less costly to investors than FBAFX (0.34). MRBPX is a more actively managed with annual turnover of: 127.00 vs. FBAFX (44.00). MRBPX has a lower initial minimum investment than FBAFX: MRBPX (100) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. MRBPX (6.02).
| FBAFX | MRBPX | FBAFX / MRBPX | |
| Total Expense Ratio | 0.34 | 1.19 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.20 | 28% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 8.217 | 7.489 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.69B | 14,911% |
| Annual Yield % from dividends | 2.06 | 3.72 | 55% |
| Returns for 1 year | 8.12 | 6.02 | 135% |
| Returns for 3 years | 37.19 | 29.47 | 126% |
| Returns for 5 years | N/A | 22.19 | - |
| Returns for 10 years | N/A | 22.58 | - |
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