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BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
BALCX vs MBACX Comparison Chart
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BALCX vs. MBACX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 217B vs. MBACX (427M). BALCX pays higher dividends than MBACX: BALCX (1.28) 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 (1.32). MBACX is a more actively managed with annual turnover of: 230.00 vs. BALCX (171.00). BALCX has a lower initial minimum investment than MBACX: BALCX (250) vs MBACX (1000). MBACX annual gain was more profitable for investors over the last year : -4.06 vs. BALCX (-4.30). BALCX return over 5 years is better than : 26.21 vs. MBACX (7.52).
| BALCX | MBACX | BALCX / MBACX | |
| Total Expense Ratio | 1.32 | 2.09 | 63% |
| Annual Report Gross Expense Ratio | 1.32 | 2.20 | 60% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | -7.130 | -4.517 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 427M | 50,820% |
| Annual Yield % from dividends | 1.28 | 0.97 | 132% |
| Returns for 1 year | -4.30 | -4.06 | 106% |
| Returns for 3 years | 3.18 | -1.38 | -230% |
| Returns for 5 years | 26.21 | 7.52 | 349% |
| Returns for 10 years | 34.21 | -10.46 | -327% |