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MKCPX vs RLBGX
MKCPX vs RLBGX Comparison
Open Charts MKCPX vs RLBGX
BlackRock Sustainable Balanced K
Price$26.74
Change-$0.18 (-0.67%)
VolumeN/A
Net Assets1.64B
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MKCPX vs RLBGX Comparison Chart
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MKCPX vs. RLBGX commentary
Feb 23, 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 MKCPX is a Buy and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. MKCPX (1.64B). MKCPX pays higher dividends than RLBGX: MKCPX (2.93) vs RLBGX (2.55). MKCPX was incepted earlier than RLBGX: MKCPX (7 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. MKCPX (152.00). RLBGX has a lower initial minimum investment than MKCPX: RLBGX (250) vs MKCPX (5000000). MKCPX (9.88) and RLBGX (9.60) have marching annual gain over last year. RLBGX return over 5 years is better than : 31.96 vs. MKCPX (21.57).
| MKCPX | RLBGX | MKCPX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 3.243 | 2.940 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 242B | 1% |
| Annual Yield % from dividends | 2.93 | 2.55 | 115% |
| Returns for 1 year | 9.88 | 9.60 | 103% |
| Returns for 3 years | 17.06 | 18.47 | 92% |
| Returns for 5 years | 21.57 | 31.96 | 67% |
| Returns for 10 years | N/A | 55.52 | - |
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