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FBAFX vs MRBPX
FBAFX vs MRBPX Comparison
Open Charts FBAFX vs MRBPX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
BlackRock Balanced R
Price$24.32
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets1.75B
FBAFX vs MRBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. MRBPX (1.75B). MRBPX pays higher dividends than FBAFX: MRBPX (2.76) vs FBAFX (2.11). FBAFX was incepted earlier than MRBPX: FBAFX (5 years) vs MRBPX (23 years). MRBPX (1.18) 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 : 11.64 vs. MRBPX (8.37). FBAFX return over 5 years is better than : 39.18 vs. MRBPX (12.17).
| FBAFX | MRBPX | FBAFX / MRBPX | |
| Total Expense Ratio | 0.34 | 1.17 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.18 | 29% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 2.481 | 2.573 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.75B | 15,420% |
| Annual Yield % from dividends | 2.11 | 2.76 | 76% |
| Returns for 1 year | 11.64 | 8.37 | 139% |
| Returns for 3 years | 37.86 | 29.57 | 128% |
| Returns for 5 years | 39.18 | 12.17 | 322% |
| Returns for 10 years | N/A | 39.46 | - |
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