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FBAFX vs MKCPX
FBAFX vs MKCPX Comparison
Open Charts FBAFX vs MKCPX
American Funds American Balanced 529-F-2
Price$35.33
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
BlackRock Sustainable Balanced K
Price$26.74
Change-$0.18 (-0.67%)
VolumeN/A
Net Assets1.64B
FBAFX vs MKCPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. MKCPX (1.64B). MKCPX pays higher dividends than FBAFX: MKCPX (2.93) vs FBAFX (2.47). FBAFX was incepted earlier than MKCPX: FBAFX (4 years) vs MKCPX (7 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. MKCPX (152.00). FBAFX has a lower initial minimum investment than MKCPX: FBAFX (250) vs MKCPX (5000000). MKCPX (9.88) and FBAFX (9.47) have marching annual gain over last year.
| FBAFX | MKCPX | FBAFX / MKCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 2.913 | 3.243 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.64B | 14,738% |
| Annual Yield % from dividends | 2.47 | 2.93 | 84% |
| Returns for 1 year | 9.47 | 9.88 | 96% |
| Returns for 3 years | 20.04 | 17.06 | 117% |
| Returns for 5 years | N/A | 21.57 | - |
| Returns for 10 years | N/A | N/A | - |