Interact to see
Advertisement
Advertisement
FBONX vs MDCPX
FBONX vs MDCPX Comparison
Open Charts FBONX vs MDCPX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
BlackRock Balanced Investor A
Price$26.79
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.69B
FBONX vs MDCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B 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 : 10.59 vs. MDCPX (6.22).
| 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 | 9.205 | 5.318 | 173% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.69B | 15,038% |
| Annual Yield % from dividends | 2.10 | 3.57 | 59% |
| Returns for 1 year | 10.59 | 6.22 | 170% |
| Returns for 3 years | 36.98 | 31.38 | 118% |
| Returns for 5 years | N/A | 22.18 | - |
| Returns for 10 years | N/A | 29.23 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement