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FBAFX vs MRBPX
FBAFX vs MRBPX Comparison
Open Charts FBAFX vs MRBPX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
BlackRock Balanced R
Price$24.30
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets1.72B
FBAFX vs MRBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. MRBPX (1.72B). MRBPX pays higher dividends than FBAFX: MRBPX (2.45) vs FBAFX (1.97). 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 : 8.96 vs. MRBPX (2.88).
| 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 | 14.855 | 8.447 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.72B | 15,456% |
| Annual Yield % from dividends | 1.97 | 2.45 | 80% |
| Returns for 1 year | 8.96 | 2.88 | 311% |
| Returns for 3 years | 52.50 | 42.81 | 123% |
| Returns for 5 years | N/A | 14.63 | - |
| Returns for 10 years | N/A | 24.16 | - |
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