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FBAFX vs MKCPX
FBAFX vs MKCPX Comparison
Open Charts FBAFX vs MKCPX
American Funds American Balanced 529-F-2
Price$33.12
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
BlackRock Balanced K
Price$25.07
Change+$0.28 (+1.13%)
VolumeN/A
Net Assets1.51B
FBAFX vs MKCPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 224B vs. MKCPX (1.51B). MKCPX pays higher dividends than FBAFX: MKCPX (4.10) vs FBAFX (2.22). FBAFX was incepted earlier than MKCPX: FBAFX (4 years) vs MKCPX (7 years). MKCPX (0.49) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. MKCPX (127.00). FBAFX has a lower initial minimum investment than MKCPX: FBAFX (250) vs MKCPX (5000000). FBAFX annual gain was more profitable for investors over the last year : 1.14 vs. MKCPX (-0.22).
| FBAFX | MKCPX | FBAFX / MKCPX | |
| Total Expense Ratio | 0.33 | 0.48 | 69% |
| Annual Report Gross Expense Ratio | 0.33 | 0.49 | 67% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -3.165 | -4.286 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 1.51B | 14,854% |
| Annual Yield % from dividends | 2.22 | 4.10 | 54% |
| Returns for 1 year | 1.14 | -0.22 | -529% |
| Returns for 3 years | 12.38 | 8.87 | 139% |
| Returns for 5 years | N/A | 26.51 | - |
| Returns for 10 years | N/A | N/A | - |
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