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FBONX vs MACPX
FBONX vs MACPX Comparison
Open Charts FBONX vs MACPX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
BlackRock Balanced Institutional
Price$27.21
Change-$0.21 (-0.77%)
VolumeN/A
Net Assets1.65B
FBONX vs MACPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. MACPX (1.65B). MACPX pays higher dividends than FBONX: MACPX (3.89) vs FBONX (2.18). FBONX was incepted earlier than MACPX: FBONX (5 years) vs MACPX (52 years). MACPX (0.56) is less costly to investors than FBONX (0.30). MACPX is a more actively managed with annual turnover of: 127.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than MACPX: FBONX (250) vs MACPX (2000000). FBONX (5.58) and MACPX (5.50) have marching annual gain over last year.
| FBONX | MACPX | FBONX / MACPX | |
| Total Expense Ratio | 0.30 | 0.54 | 56% |
| Annual Report Gross Expense Ratio | 0.30 | 0.56 | 54% |
| Fund Existence | 5 years | 52 years | - |
| Gain YTD | 4.568 | 5.017 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.65B | 14,770% |
| Annual Yield % from dividends | 2.18 | 3.89 | 56% |
| Returns for 1 year | 5.58 | 5.50 | 102% |
| Returns for 3 years | 34.82 | 31.96 | 109% |
| Returns for 5 years | N/A | 28.78 | - |
| Returns for 10 years | N/A | 31.84 | - |
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