Ad is loading...
BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
BALCX vs MBACX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MBACX commentary
Nov 14, 2024
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 StrongBuy and MBACX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. MBACX (464M). BALCX pays higher dividends than MBACX: BALCX (1.59) vs MBACX (1.07). BALCX was incepted earlier than MBACX: BALCX (24 years) vs MBACX (22 years). MBACX is a more actively managed with annual turnover of: 313.00 vs. BALCX (171.00). 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 : 21.73 vs. MBACX (15.96). BALCX return over 5 years is better than : 32.76 vs. MBACX (5.45).
| BALCX | MBACX | BALCX / MBACX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 14.871 | 9.920 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 464M | 51,724% |
| Annual Yield % from dividends | 1.59 | 1.07 | 148% |
| Returns for 1 year | 21.73 | 15.96 | 136% |
| Returns for 3 years | 10.15 | -11.55 | -88% |
| Returns for 5 years | 32.76 | 5.45 | 601% |
| Returns for 10 years | 47.26 | -4.81 | -983% |
View a ticker or compare two or three
VS
VS
Ad is loading...