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FBONX vs MKCPX
FBONX vs MKCPX Comparison
Open Charts FBONX vs MKCPX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
BlackRock Balanced K
Price$26.96
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.69B
FBONX vs MKCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. MKCPX (1.69B). MKCPX pays higher dividends than FBONX: MKCPX (3.84) vs FBONX (2.10). FBONX was incepted earlier than MKCPX: FBONX (5 years) vs MKCPX (8 years). MKCPX (0.49) is less costly to investors than FBONX (0.30). MKCPX is a more actively managed with annual turnover of: 127.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than MKCPX: FBONX (250) vs MKCPX (5000000). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. MKCPX (6.59).
| FBONX | MKCPX | FBONX / MKCPX | |
| Total Expense Ratio | 0.30 | 0.48 | 63% |
| Annual Report Gross Expense Ratio | 0.30 | 0.49 | 61% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 9.205 | 5.536 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.69B | 15,038% |
| Annual Yield % from dividends | 2.10 | 3.84 | 55% |
| Returns for 1 year | 10.59 | 6.59 | 161% |
| Returns for 3 years | 36.98 | 32.65 | 113% |
| Returns for 5 years | N/A | 24.23 | - |
| Returns for 10 years | N/A | N/A | - |
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