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FBONX vs MACPX
FBONX vs MACPX Comparison
Open Charts FBONX vs MACPX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
BlackRock Balanced Institutional
Price$26.96
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.69B
FBONX vs MACPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. MACPX (1.69B). MACPX pays higher dividends than FBONX: MACPX (3.78) vs FBONX (2.10). FBONX was incepted earlier than MACPX: FBONX (5 years) vs MACPX (52 years). MACPX (0.56) is less costly to investors than FBONX (0.30). MACPX is a more actively managed with annual turnover of: 127.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than MACPX: FBONX (250) vs MACPX (2000000). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. MACPX (6.49).
| FBONX | MACPX | FBONX / MACPX | |
| Total Expense Ratio | 0.30 | 0.54 | 56% |
| Annual Report Gross Expense Ratio | 0.30 | 0.56 | 54% |
| Fund Existence | 5 years | 52 years | - |
| Gain YTD | 9.205 | 5.427 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.69B | 15,047% |
| Annual Yield % from dividends | 2.10 | 3.78 | 55% |
| Returns for 1 year | 10.59 | 6.49 | 163% |
| Returns for 3 years | 36.98 | 32.35 | 114% |
| Returns for 5 years | N/A | 23.75 | - |
| Returns for 10 years | N/A | 32.70 | - |
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