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FBONX vs MCCPX
FBONX vs MCCPX Comparison
Open Charts FBONX vs MCCPX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
BlackRock Balanced Investor C
Price$22.19
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets1.69B
FBONX vs MCCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. MCCPX (1.69B). MCCPX pays higher dividends than FBONX: MCCPX (3.74) vs FBONX (2.10). 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 : 8.16 vs. MCCPX (5.21).
| 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 | 8.208 | 7.250 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.69B | 14,911% |
| Annual Yield % from dividends | 2.10 | 3.74 | 56% |
| Returns for 1 year | 8.16 | 5.21 | 157% |
| Returns for 3 years | 37.33 | 27.07 | 138% |
| Returns for 5 years | N/A | 17.73 | - |
| Returns for 10 years | N/A | 13.77 | - |