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BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
BALCX vs MBACX Comparison Chart in %
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BALCX vs. MBACX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MBACX (446M). BALCX pays higher dividends than MBACX: BALCX (1.12) vs MBACX (0.88). BALCX was incepted earlier than MBACX: BALCX (25 years) vs MBACX (23 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 : 7.88 vs. MBACX (0.12). BALCX return over 5 years is better than : 37.80 vs. MBACX (7.10).
| BALCX | MBACX | BALCX / MBACX | |
| Total Expense Ratio | 1.31 | 2.09 | 63% |
| Annual Report Gross Expense Ratio | 1.31 | 2.20 | 60% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 13.983 | 6.659 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.12 | 0.88 | 127% |
| Returns for 1 year | 7.88 | 0.12 | 6,522% |
| Returns for 3 years | 47.51 | 20.14 | 236% |
| Returns for 5 years | 37.80 | 7.10 | 532% |
| Returns for 10 years | 67.75 | 3.70 | 1,833% |
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