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FBONX vs MKCPX
FBONX vs MKCPX Comparison
Open Charts FBONX vs MKCPX
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
BlackRock Balanced K
Price$27.61
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets1.74B
FBONX vs MKCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. MKCPX (1.74B). MKCPX pays higher dividends than FBONX: MKCPX (2.68) vs FBONX (1.93). FBONX was incepted earlier than MKCPX: FBONX (5 years) vs MKCPX (8 years). MKCPX (0.48) is less costly to investors than FBONX (0.30). MKCPX is a more actively managed with annual turnover of: 101.00 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 : 9.42 vs. MKCPX (6.84). FBONX return over 5 years is better than : 38.32 vs. MKCPX (18.73).
| FBONX | MKCPX | FBONX / MKCPX | |
| Total Expense Ratio | 0.30 | 0.47 | 64% |
| Annual Report Gross Expense Ratio | 0.30 | 0.48 | 63% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 10.852 | 8.080 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.74B | 15,486% |
| Annual Yield % from dividends | 1.93 | 2.68 | 72% |
| Returns for 1 year | 9.42 | 6.84 | 138% |
| Returns for 3 years | 38.77 | 37.66 | 103% |
| Returns for 5 years | 38.32 | 18.73 | 205% |
| Returns for 10 years | N/A | N/A | - |
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