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FBONX vs MCCPX
FBONX vs MCCPX Comparison
Open Charts FBONX vs MCCPX
American Funds American Balanced 529-F-3
Price$33.98
Change-$0.11 (-0.32%)
VolumeN/A
Net Assets232.94B
BlackRock Balanced Investor C
Price$20.62
Change-$0.10 (-0.48%)
VolumeN/A
Net Assets1.59B
FBONX vs MCCPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 233B vs. MCCPX (1.59B). MCCPX pays higher dividends than FBONX: MCCPX (3.88) vs FBONX (2.19). FBONX was incepted earlier than MCCPX: FBONX (4 years) vs MCCPX (30 years). MCCPX (1.58) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. MCCPX (127.00). FBONX has a lower initial minimum investment than MCCPX: FBONX (250) vs MCCPX (1000). FBONX annual gain was more profitable for investors over the last year : 4.37 vs. MCCPX (3.28).
| FBONX | MCCPX | FBONX / MCCPX | |
| Total Expense Ratio | 0.30 | 1.57 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.58 | 19% |
| Fund Existence | 4 years | 30 years | - |
| Gain YTD | -0.640 | 0.145 | -441% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233B | 1.59B | 14,636% |
| Annual Yield % from dividends | 2.19 | 3.88 | 56% |
| Returns for 1 year | 4.37 | 3.28 | 133% |
| Returns for 3 years | 17.54 | 10.68 | 164% |
| Returns for 5 years | N/A | 29.61 | - |
| Returns for 10 years | N/A | 6.09 | - |
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