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FBAFX vs MKCPX
FBAFX vs MKCPX Comparison
Open Charts FBAFX vs MKCPX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
BlackRock Balanced K
Price$27.21
Change-$0.22 (-0.80%)
VolumeN/A
Net Assets1.65B
FBAFX vs MKCPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. MKCPX (1.65B). MKCPX pays higher dividends than FBAFX: MKCPX (3.96) vs FBAFX (2.14). FBAFX was incepted earlier than MKCPX: FBAFX (5 years) vs MKCPX (7 years). MKCPX (0.49) is less costly to investors than FBAFX (0.34). MKCPX is a more actively managed with annual turnover of: 127.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than MKCPX: FBAFX (250) vs MKCPX (5000000). FBAFX (5.57) and MKCPX (5.57) have marching annual gain over last year.
| FBAFX | MKCPX | FBAFX / MKCPX | |
| Total Expense Ratio | 0.34 | 0.48 | 71% |
| Annual Report Gross Expense Ratio | 0.34 | 0.49 | 69% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 4.578 | 5.058 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.65B | 14,770% |
| Annual Yield % from dividends | 2.14 | 3.96 | 54% |
| Returns for 1 year | 5.57 | 5.57 | 100% |
| Returns for 3 years | 34.68 | 32.17 | 108% |
| Returns for 5 years | N/A | 29.19 | - |
| Returns for 10 years | N/A | N/A | - |
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