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FBAFX vs MRBPX
FBAFX vs MRBPX Comparison
Open Charts FBAFX vs MRBPX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
BlackRock Balanced R
Price$24.49
Change-$0.22 (-0.89%)
VolumeN/A
Net Assets1.74B
FBAFX vs MRBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. MRBPX (1.74B). MRBPX pays higher dividends than FBAFX: MRBPX (2.43) vs FBAFX (1.94). 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: 101.00 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 : 9.01 vs. MRBPX (4.88). FBAFX return over 5 years is better than : 43.18 vs. MRBPX (14.67).
| 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 | 15.061 | 10.277 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.74B | 15,451% |
| Annual Yield % from dividends | 1.94 | 2.43 | 80% |
| Returns for 1 year | 9.01 | 4.88 | 185% |
| Returns for 3 years | 44.43 | 36.67 | 121% |
| Returns for 5 years | 43.18 | 14.67 | 294% |
| Returns for 10 years | N/A | 27.39 | - |
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