Interact to see
Advertisement
Advertisement
FBONX vs MKCPX
FBONX vs MKCPX Comparison
Open Charts FBONX vs MKCPX
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
BlackRock Balanced K
Price$27.56
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets1.72B
FBONX vs MKCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. MKCPX (1.72B). MKCPX pays higher dividends than FBONX: MKCPX (2.76) vs FBONX (2.05). FBONX was incepted earlier than MKCPX: FBONX (5 years) vs MKCPX (8 years). MKCPX (0.49) is less costly to investors than FBONX (0.30). MKCPX is a more actively managed with annual turnover of: 101.00 vs. FBONX (44.00). 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 : 10.27 vs. MKCPX (5.96).
| 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 | 8 years | - |
| Gain YTD | 11.583 | 7.884 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.72B | 15,093% |
| Annual Yield % from dividends | 2.05 | 2.76 | 74% |
| Returns for 1 year | 10.27 | 5.96 | 172% |
| Returns for 3 years | 42.21 | 38.67 | 109% |
| Returns for 5 years | N/A | 21.99 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement