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FBONX vs MKCPX
FBONX vs MKCPX Comparison
Open Charts FBONX vs MKCPX
American Funds American Balanced 529-F-3
Price$33.12
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets226.04B
BlackRock Balanced K
Price$25.07
Change+$0.28 (+1.13%)
VolumeN/A
Net Assets1.53B
FBONX vs MKCPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 226B vs. MKCPX (1.53B). MKCPX pays higher dividends than FBONX: MKCPX (4.10) vs FBONX (2.26). FBONX was incepted earlier than MKCPX: FBONX (4 years) vs MKCPX (7 years). MKCPX (0.49) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. MKCPX (127.00). FBONX has a lower initial minimum investment than MKCPX: FBONX (250) vs MKCPX (5000000). FBONX annual gain was more profitable for investors over the last year : 1.18 vs. MKCPX (0.91).
| FBONX | MKCPX | FBONX / MKCPX | |
| Total Expense Ratio | 0.30 | 0.48 | 63% |
| Annual Report Gross Expense Ratio | 0.30 | 0.49 | 61% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -3.154 | -3.205 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226B | 1.53B | 14,820% |
| Annual Yield % from dividends | 2.26 | 4.10 | 55% |
| Returns for 1 year | 1.18 | 0.91 | 130% |
| Returns for 3 years | 12.53 | 10.10 | 124% |
| Returns for 5 years | N/A | 27.94 | - |
| Returns for 10 years | N/A | N/A | - |