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FBONX vs MDCPX
FBONX vs MDCPX Comparison
Open Charts FBONX vs MDCPX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
BlackRock Balanced Investor A
Price$27.74
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.69B
FBONX vs MDCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. MDCPX (1.69B). MDCPX pays higher dividends than FBONX: MDCPX (3.57) vs FBONX (2.10). FBONX was incepted earlier than MDCPX: FBONX (5 years) vs MDCPX (31 years). MDCPX (0.81) is less costly to investors than FBONX (0.30). MDCPX is a more actively managed with annual turnover of: 127.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than MDCPX: FBONX (250) vs MDCPX (1000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. MDCPX (6.88).
| FBONX | MDCPX | FBONX / MDCPX | |
| Total Expense Ratio | 0.30 | 0.79 | 38% |
| Annual Report Gross Expense Ratio | 0.30 | 0.81 | 37% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 8.208 | 7.686 | 107% |
| Front Load | N/A | 5% | - |
| 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 | 3.57 | 59% |
| Returns for 1 year | 8.16 | 6.88 | 119% |
| Returns for 3 years | 37.33 | 32.06 | 116% |
| Returns for 5 years | N/A | 27.57 | - |
| Returns for 10 years | N/A | 33.35 | - |
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