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MRBPX BlackRock Balanced Capital R

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Fund MRBPX BlackRock Balanced Capital R VWELX Vanguard Wellington™ Inv  
100% 87%
Annual Fees
(1.19% Exp. Ratio)
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$24,328.14 $32,222.77
Est. savings over 30 yrs +$7,894.63
As of 12/31/16
1 YR RETURN 7.83%
3 YR 5.87%
5 YR 9.70%
10 YR 4.67%
1 YR RETURN 11.01%
3 YR 6.85%
5 YR 10.44%
10 YR 6.89%
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 to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

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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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