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FBAFX vs MRBPX
FBAFX vs MRBPX Comparison
Open Charts FBAFX vs MRBPX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
BlackRock Balanced R
Price$23.77
Change-$0.19 (-0.79%)
VolumeN/A
Net Assets1.65B
FBAFX vs MRBPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. MRBPX (1.65B). MRBPX pays higher dividends than FBAFX: MRBPX (3.83) vs FBAFX (2.14). FBAFX was incepted earlier than MRBPX: FBAFX (5 years) vs MRBPX (22 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 : 5.57 vs. MRBPX (4.33).
| 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 | 22 years | - |
| Gain YTD | 4.578 | 4.714 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.65B | 14,770% |
| Annual Yield % from dividends | 2.14 | 3.83 | 56% |
| Returns for 1 year | 5.57 | 4.33 | 129% |
| Returns for 3 years | 34.68 | 28.29 | 123% |
| Returns for 5 years | N/A | 21.69 | - |
| Returns for 10 years | N/A | 17.96 | - |
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