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FBAFX vs MCCPX
FBAFX vs MCCPX Comparison
Open Charts FBAFX vs MCCPX
American Funds American Balanced 529-F-2
Price$38.52
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
BlackRock Balanced Investor C
Price$22.00
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.74B
FBAFX vs MCCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. MCCPX (1.74B). MCCPX pays higher dividends than FBAFX: MCCPX (2.41) vs FBAFX (2.01). FBAFX was incepted earlier than MCCPX: FBAFX (5 years) vs MCCPX (31 years). MCCPX (1.58) is less costly to investors than FBAFX (0.34). MCCPX is a more actively managed with annual turnover of: 101.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than MCCPX: FBAFX (250) vs MCCPX (1000). FBAFX annual gain was more profitable for investors over the last year : 9.88 vs. MCCPX (3.35).
| FBAFX | MCCPX | FBAFX / MCCPX | |
| Total Expense Ratio | 0.34 | 1.57 | 22% |
| Annual Report Gross Expense Ratio | 0.34 | 1.58 | 22% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 13.412 | 7.797 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.74B | 15,141% |
| Annual Yield % from dividends | 2.01 | 2.41 | 84% |
| Returns for 1 year | 9.88 | 3.35 | 294% |
| Returns for 3 years | 45.07 | 34.97 | 129% |
| Returns for 5 years | N/A | 13.48 | - |
| Returns for 10 years | N/A | 17.41 | - |
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