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FBAFX vs MRBPX
FBAFX vs MRBPX Comparison
Open Charts FBAFX vs MRBPX
American Funds American Balanced 529-F-2
Price$38.94
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
BlackRock Balanced R
Price$24.38
Change-$0.11 (-0.45%)
VolumeN/A
Net Assets1.74B
FBAFX vs MRBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. MRBPX (1.74B). MRBPX pays higher dividends than FBAFX: MRBPX (2.45) vs FBAFX (1.97). FBAFX was incepted earlier than MRBPX: FBAFX (5 years) vs MRBPX (23 years). MRBPX (1.20) is less costly to investors than FBAFX (0.34). MRBPX is a more actively managed with annual turnover of: 101.00 vs. FBAFX (44.00). MRBPX has a lower initial minimum investment than FBAFX: MRBPX (100) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 10.27 vs. MRBPX (4.29).
| FBAFX | MRBPX | FBAFX / MRBPX | |
| Total Expense Ratio | 0.34 | 1.19 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.20 | 28% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 14.649 | 9.295 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.74B | 15,252% |
| Annual Yield % from dividends | 1.97 | 2.45 | 80% |
| Returns for 1 year | 10.27 | 4.29 | 240% |
| Returns for 3 years | 53.07 | 45.04 | 118% |
| Returns for 5 years | N/A | 16.33 | - |
| Returns for 10 years | N/A | 26.08 | - |
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