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FBONX vs MACPX
FBONX vs MACPX Comparison
Open Charts FBONX vs MACPX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
BlackRock Balanced Institutional
Price$28.15
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets1.75B
FBONX vs MACPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. MACPX (1.75B). MACPX pays higher dividends than FBONX: MACPX (2.89) vs FBONX (2.14). FBONX was incepted earlier than MACPX: FBONX (5 years) vs MACPX (52 years). MACPX (0.55) is less costly to investors than FBONX (0.30). MACPX is a more actively managed with annual turnover of: 101.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than MACPX: FBONX (250) vs MACPX (2000000). FBONX annual gain was more profitable for investors over the last year : 11.66 vs. MACPX (10.00). FBONX return over 5 years is better than : 39.41 vs. MACPX (19.33).
| FBONX | MACPX | FBONX / MACPX | |
| Total Expense Ratio | 0.30 | 0.54 | 56% |
| Annual Report Gross Expense Ratio | 0.30 | 0.55 | 55% |
| Fund Existence | 5 years | 52 years | - |
| Gain YTD | 2.481 | 2.625 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.75B | 15,420% |
| Annual Yield % from dividends | 2.14 | 2.89 | 74% |
| Returns for 1 year | 11.66 | 10.00 | 117% |
| Returns for 3 years | 37.96 | 33.82 | 112% |
| Returns for 5 years | 39.41 | 19.33 | 204% |
| Returns for 10 years | N/A | 56.84 | - |
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