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FBONX vs MKCPX
FBONX vs MKCPX Comparison
Open Charts FBONX vs MKCPX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
BlackRock Sustainable Balanced K
Price$26.74
Change-$0.18 (-0.67%)
VolumeN/A
Net Assets1.64B
FBONX vs MKCPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. MKCPX (1.64B). MKCPX pays higher dividends than FBONX: MKCPX (2.93) vs FBONX (2.50). FBONX was incepted earlier than MKCPX: FBONX (4 years) vs MKCPX (7 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. MKCPX (152.00). FBONX has a lower initial minimum investment than MKCPX: FBONX (250) vs MKCPX (5000000). MKCPX (9.88) and FBONX (9.52) have marching annual gain over last year.
| FBONX | MKCPX | FBONX / MKCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 2.913 | 3.243 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.64B | 14,738% |
| Annual Yield % from dividends | 2.50 | 2.93 | 85% |
| Returns for 1 year | 9.52 | 9.88 | 96% |
| Returns for 3 years | 20.16 | 17.06 | 118% |
| Returns for 5 years | N/A | 21.57 | - |
| Returns for 10 years | N/A | N/A | - |