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BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
BALCX vs MBACX Comparison Chart in %
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BALCX vs. MBACX commentary
Nov 20, 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 Hold and MBACX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. MBACX (441M). BALCX pays higher dividends than MBACX: BALCX (1.10) 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 : 8.17 vs. MBACX (-0.10). BALCX return over 5 years is better than : 34.58 vs. MBACX (3.35).
| 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 | 13.334 | 6.592 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 441M | 59,637% |
| Annual Yield % from dividends | 1.10 | 0.88 | 125% |
| Returns for 1 year | 8.17 | -0.10 | -8,197% |
| Returns for 3 years | 38.17 | 14.82 | 258% |
| Returns for 5 years | 34.58 | 3.35 | 1,032% |
| Returns for 10 years | 63.59 | 3.40 | 1,869% |