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FBONX vs MKCPX
FBONX vs MKCPX Comparison
Open Charts FBONX vs MKCPX
American Funds American Balanced 529-F-3
Price$34.86
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.45B
BlackRock Balanced K
Price$26.76
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.63B
FBONX vs MKCPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 237B vs. MKCPX (1.63B). MKCPX pays higher dividends than FBONX: MKCPX (4.08) vs FBONX (2.26). FBONX was incepted earlier than MKCPX: FBONX (5 years) vs MKCPX (7 years). MKCPX (0.49) is less costly to investors than FBONX (0.30). MKCPX is a more actively managed with annual turnover of: 127.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than MKCPX: FBONX (250) vs MKCPX (5000000). MKCPX (5.67) and FBONX (5.52) have marching annual gain over last year.
| FBONX | MKCPX | FBONX / MKCPX | |
| Total Expense Ratio | 0.30 | 0.48 | 63% |
| Annual Report Gross Expense Ratio | 0.30 | 0.49 | 61% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 1.934 | 3.320 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 1.63B | 14,558% |
| Annual Yield % from dividends | 2.26 | 4.08 | 55% |
| Returns for 1 year | 5.52 | 5.67 | 97% |
| Returns for 3 years | 24.57 | 24.02 | 102% |
| Returns for 5 years | N/A | 29.90 | - |
| Returns for 10 years | N/A | N/A | - |
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