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MACPX BlackRock Balanced Capital Instl

1 lower fee alternative found

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Fund MACPX BlackRock Balanced Capital Instl FPURX Fidelity® Puritan®  
100% 87%
Annual Fees
(0.58% Exp. Ratio)
(0.56% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$28,752.05 $28,926.07
Est. savings over 30 yrs +$174.03
As of 9/30/16
1 YR RETURN 8.93%
3 YR 8.02%
5 YR 11.30%
10 YR 5.58%
1 YR RETURN 10.13%
3 YR 8.09%
5 YR 11.41%
10 YR 6.43%
The investment seeks the highest total investment return. The fund invests in equity securities and fixed-income securities. It may make investments directly in equity and fixed-income securities, indirectly through one or more funds that invest in such securities or in a combination of securities and funds. The advisor intends to invest at least 25% of its assets in equity securities and at least 25% of its assets in senior fixed-income securities, such as U.S. government debt securities, corporate debt securities, and mortgage-backed and asset-backed securities. The fund may also invest in mid cap companies.
The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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