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FBAFX vs MDCPX
FBAFX vs MDCPX Comparison
Open Charts FBAFX vs MDCPX
American Funds American Balanced 529-F-2
Price$37.59
Change+$0.42 (+1.13%)
VolumeN/A
Net Assets256.44B
BlackRock Balanced Investor A
Price$27.27
Change+$0.31 (+1.15%)
VolumeN/A
Net Assets1.71B
FBAFX vs MDCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. MDCPX (1.71B). MDCPX pays higher dividends than FBAFX: MDCPX (2.55) vs FBAFX (2.04). 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 : 8.27 vs. MDCPX (5.01).
| 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 | 10.300 | 7.205 | 143% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.71B | 14,945% |
| Annual Yield % from dividends | 2.04 | 2.55 | 80% |
| Returns for 1 year | 8.27 | 5.01 | 165% |
| Returns for 3 years | 35.49 | 31.47 | 113% |
| Returns for 5 years | N/A | 20.02 | - |
| Returns for 10 years | N/A | 40.30 | - |
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