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BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
BALCX vs MBACX Comparison Chart in %
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BALCX vs. MBACX commentary
Sep 08, 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: 259B vs. MBACX (449M). BALCX pays higher dividends than MBACX: BALCX (1.16) vs MBACX (0.91). 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 : 9.12 vs. MBACX (2.17). BALCX return over 5 years is better than : 35.50 vs. MBACX (8.90).
| 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 | 10.835 | 6.539 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.16 | 0.91 | 128% |
| Returns for 1 year | 9.12 | 2.17 | 421% |
| Returns for 3 years | 37.20 | 17.24 | 216% |
| Returns for 5 years | 35.50 | 8.90 | 399% |
| Returns for 10 years | 67.85 | 5.72 | 1,186% |
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