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FBAFX vs MRBPX
FBAFX vs MRBPX Comparison
Open Charts FBAFX vs MRBPX
American Funds American Balanced 529-F-2
Price$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
BlackRock Balanced R
Price$24.15
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.7B
FBAFX vs MRBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. MRBPX (1.7B). MRBPX pays higher dividends than FBAFX: MRBPX (2.43) vs FBAFX (1.94). FBAFX was incepted earlier than MRBPX: FBAFX (5 years) vs MRBPX (23 years). MRBPX (1.18) 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 : 9.27 vs. MRBPX (3.10). FBAFX return over 5 years is better than : 42.37 vs. MRBPX (12.12).
| FBAFX | MRBPX | FBAFX / MRBPX | |
| Total Expense Ratio | 0.34 | 1.17 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.18 | 29% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 14.295 | 7.822 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.7B | 15,461% |
| Annual Yield % from dividends | 1.94 | 2.43 | 80% |
| Returns for 1 year | 9.27 | 3.10 | 299% |
| Returns for 3 years | 42.83 | 33.70 | 127% |
| Returns for 5 years | 42.37 | 12.12 | 350% |
| Returns for 10 years | N/A | 22.04 | - |
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