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BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$35.67
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets245.62B
BALCX vs MBACX Comparison Chart
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BALCX vs. MBACX commentary
Jun 13, 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 BALCX is a Buy and MBACX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 246B vs. MBACX (441M). BALCX pays higher dividends than MBACX: BALCX (1.24) vs MBACX (0.97). BALCX was incepted earlier than MBACX: BALCX (24 years) vs MBACX (22 years). MBACX (2.20) is less costly to investors than BALCX (1.31). MBACX is a more actively managed with annual turnover of: 230.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than MBACX: BALCX (250) vs MBACX (1000). BALCX annual gain was more profitable for investors over the last year : 6.05 vs. MBACX (3.96). BALCX return over 5 years is better than : 35.33 vs. MBACX (9.99).
| BALCX | MBACX | BALCX / MBACX | |
| Total Expense Ratio | 1.31 | 2.09 | 63% |
| Annual Report Gross Expense Ratio | 1.31 | 2.20 | 60% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 5.034 | 3.090 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246B | 441M | 55,782% |
| Annual Yield % from dividends | 1.24 | 0.97 | 128% |
| Returns for 1 year | 6.05 | 3.96 | 153% |
| Returns for 3 years | 30.53 | 15.44 | 198% |
| Returns for 5 years | 35.33 | 9.99 | 354% |
| Returns for 10 years | 53.39 | -1.87 | -2,850% |
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