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FBONX vs MCCPX
FBONX vs MCCPX Comparison
Open Charts FBONX vs MCCPX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
BlackRock Balanced Investor C
Price$21.62
Change-$0.18 (-0.83%)
VolumeN/A
Net Assets1.65B
FBONX vs MCCPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. MCCPX (1.65B). MCCPX pays higher dividends than FBONX: MCCPX (3.85) vs FBONX (2.18). FBONX was incepted earlier than MCCPX: FBONX (5 years) vs MCCPX (31 years). MCCPX (1.58) is less costly to investors than FBONX (0.30). MCCPX is a more actively managed with annual turnover of: 127.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than MCCPX: FBONX (250) vs MCCPX (1000). FBONX annual gain was more profitable for investors over the last year : 5.58 vs. MCCPX (3.55).
| FBONX | MCCPX | FBONX / MCCPX | |
| Total Expense Ratio | 0.30 | 1.57 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.58 | 19% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 4.568 | 4.495 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.65B | 14,770% |
| Annual Yield % from dividends | 2.18 | 3.85 | 57% |
| Returns for 1 year | 5.58 | 3.55 | 157% |
| Returns for 3 years | 34.82 | 25.98 | 134% |
| Returns for 5 years | N/A | 17.21 | - |
| Returns for 10 years | N/A | 9.49 | - |
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