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FBAFX vs MDCPX
FBAFX vs MDCPX Comparison
Open Charts FBAFX vs MDCPX
American Funds American Balanced 529-F-2
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
BlackRock Balanced Investor A
Price$27.99
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets1.74B
FBAFX vs MDCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. MDCPX (1.74B). MDCPX pays higher dividends than FBAFX: MDCPX (2.44) vs FBAFX (1.97). FBAFX was incepted earlier than MDCPX: FBAFX (5 years) vs MDCPX (31 years). MDCPX (0.81) 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 : 10.11 vs. MDCPX (5.33).
| FBAFX | MDCPX | FBAFX / MDCPX | |
| Total Expense Ratio | 0.34 | 0.79 | 43% |
| Annual Report Gross Expense Ratio | 0.34 | 0.81 | 42% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 14.737 | 10.035 | 147% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.74B | 15,261% |
| Annual Yield % from dividends | 1.97 | 2.44 | 81% |
| Returns for 1 year | 10.11 | 5.33 | 190% |
| Returns for 3 years | 49.13 | 43.73 | 112% |
| Returns for 5 years | N/A | 24.09 | - |
| Returns for 10 years | N/A | 39.28 | - |
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