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FBAFX vs MDCPX
FBAFX vs MDCPX Comparison
Open Charts FBAFX vs MDCPX
American Funds American Balanced 529-F-2
Price$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
BlackRock Balanced Investor A
Price$27.62
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.7B
FBAFX vs MDCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. MDCPX (1.7B). MDCPX pays higher dividends than FBAFX: MDCPX (2.41) vs FBAFX (1.94). FBAFX was incepted earlier than MDCPX: FBAFX (5 years) vs MDCPX (31 years). MDCPX (0.79) is less costly to investors than FBAFX (0.34). MDCPX is a more actively managed with annual turnover of: 101.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than MDCPX: FBAFX (250) vs MDCPX (1000). FBAFX annual gain was more profitable for investors over the last year : 9.27 vs. MDCPX (4.36). FBAFX return over 5 years is better than : 42.37 vs. MDCPX (17.55).
| FBAFX | MDCPX | FBAFX / MDCPX | |
| Total Expense Ratio | 0.34 | 0.78 | 44% |
| Annual Report Gross Expense Ratio | 0.34 | 0.79 | 43% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 14.295 | 8.659 | 165% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.7B | 15,461% |
| Annual Yield % from dividends | 1.94 | 2.41 | 80% |
| Returns for 1 year | 9.27 | 4.36 | 213% |
| Returns for 3 years | 42.83 | 36.48 | 117% |
| Returns for 5 years | 42.37 | 17.55 | 241% |
| Returns for 10 years | N/A | 33.39 | - |
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