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FBAFX vs MKCPX
FBAFX vs MKCPX Comparison
Open Charts FBAFX vs MKCPX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
BlackRock Balanced K
Price$27.99
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets1.72B
FBAFX vs MKCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 265B vs. MKCPX (1.72B). MKCPX pays higher dividends than FBAFX: MKCPX (2.70) vs FBAFX (1.97). FBAFX was incepted earlier than MKCPX: FBAFX (5 years) vs MKCPX (8 years). MKCPX (0.48) is less costly to investors than FBAFX (0.34). MKCPX is a more actively managed with annual turnover of: 101.00 vs. FBAFX (44.00). 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 : 8.85 vs. MKCPX (4.34).
| FBAFX | MKCPX | FBAFX / MKCPX | |
| Total Expense Ratio | 0.34 | 0.47 | 72% |
| Annual Report Gross Expense Ratio | 0.34 | 0.48 | 71% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 14.737 | 9.372 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 1.72B | 15,398% |
| Annual Yield % from dividends | 1.97 | 2.70 | 73% |
| Returns for 1 year | 8.85 | 4.34 | 204% |
| Returns for 3 years | 52.34 | 46.96 | 111% |
| Returns for 5 years | N/A | 22.02 | - |
| Returns for 10 years | N/A | N/A | - |
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