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FBONX vs MACPX
FBONX vs MACPX Comparison
Open Charts FBONX vs MACPX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
BlackRock Balanced Institutional
Price$27.94
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.69B
FBONX vs MACPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. MACPX (1.69B). MACPX pays higher dividends than FBONX: MACPX (3.78) vs FBONX (2.10). 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 annual gain was more profitable for investors over the last year : 8.16 vs. MACPX (7.17).
| 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 | 8.208 | 7.835 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.69B | 14,911% |
| Annual Yield % from dividends | 2.10 | 3.78 | 55% |
| Returns for 1 year | 8.16 | 7.17 | 114% |
| Returns for 3 years | 37.33 | 33.11 | 113% |
| Returns for 5 years | N/A | 29.34 | - |
| Returns for 10 years | N/A | 36.94 | - |
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