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MACPX vs RLBFX
MACPX vs RLBFX Comparison
Open Charts MACPX vs RLBFX
BlackRock Balanced Institutional
Price$25.22
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets1.53B
American Funds American Balanced R5
Price$33.02
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
MACPX vs RLBFX Comparison Chart
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MACPX vs. RLBFX commentary
Apr 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MACPX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 225B vs. MACPX (1.53B). MACPX pays higher dividends than RLBFX: MACPX (4.04) vs RLBFX (2.26). MACPX was incepted earlier than RLBFX: MACPX (51 years) vs RLBFX (23 years). MACPX (0.56) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. MACPX (127.00). RLBFX has a lower initial minimum investment than MACPX: RLBFX (250) vs MACPX (2000000). MACPX annual gain was more profitable for investors over the last year : 3.57 vs. RLBFX (2.88). RLBFX return over 5 years is better than : 33.40 vs. MACPX (24.94).
| MACPX | RLBFX | MACPX / RLBFX | |
| Total Expense Ratio | 0.54 | 0.30 | 180% |
| Annual Report Gross Expense Ratio | 0.56 | 0.30 | 187% |
| Fund Existence | 51 years | 23 years | - |
| Gain YTD | -2.895 | -3.617 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 225B | 1% |
| Annual Yield % from dividends | 4.04 | 2.26 | 179% |
| Returns for 1 year | 3.57 | 2.88 | 124% |
| Returns for 3 years | 10.69 | 10.75 | 99% |
| Returns for 5 years | 24.94 | 33.40 | 75% |
| Returns for 10 years | 21.41 | 47.01 | 46% |
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