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BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$34.08
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
BALCX vs MBACX Comparison Chart
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BALCX vs. MBACX commentary
Dec 23, 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 Buy and MBACX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. MBACX (444M). 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 : 9.35 vs. MBACX (3.06). BALCX return over 5 years is better than : 26.04 vs. MBACX (-0.98).
| 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 | 8.761 | 2.326 | 377% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 444M | 53,153% |
| Annual Yield % from dividends | 1.59 | 1.07 | 148% |
| Returns for 1 year | 9.35 | 3.06 | 305% |
| Returns for 3 years | 7.68 | 2.67 | 287% |
| Returns for 5 years | 26.04 | -0.98 | -2,660% |
| Returns for 10 years | 45.34 | -5.46 | -831% |
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