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MDCPX vs RLBFX
MDCPX vs RLBFX Comparison
Open Charts MDCPX vs RLBFX
BlackRock Balanced Investor A
Price$25.38
Change-$0.58 (-2.23%)
VolumeN/A
Net Assets1.59B
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MDCPX vs RLBFX Comparison Chart
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MDCPX vs. RLBFX commentary
Apr 04, 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 MDCPX is a Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. MDCPX (1.59B). MDCPX pays higher dividends than RLBFX: MDCPX (3.81) vs RLBFX (2.26). MDCPX was incepted earlier than RLBFX: MDCPX (30 years) vs RLBFX (23 years). MDCPX (0.81) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. MDCPX (127.00). RLBFX has a lower initial minimum investment than MDCPX: RLBFX (250) vs MDCPX (1000). MDCPX annual gain was more profitable for investors over the last year : 4.15 vs. RLBFX (1.68). RLBFX return over 5 years is better than : 48.03 vs. MDCPX (41.90).
| MDCPX | RLBFX | MDCPX / RLBFX | |
| Total Expense Ratio | 0.79 | 0.30 | 263% |
| Annual Report Gross Expense Ratio | 0.81 | 0.30 | 270% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 0.776 | -2.099 | -37% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 235B | 1% |
| Annual Yield % from dividends | 3.81 | 2.26 | 169% |
| Returns for 1 year | 4.15 | 1.68 | 247% |
| Returns for 3 years | 9.87 | 9.95 | 99% |
| Returns for 5 years | 41.90 | 48.03 | 87% |
| Returns for 10 years | 23.61 | 50.46 | 47% |