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BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$34.56
Change-$0.39 (-1.12%)
VolumeN/A
Net Assets240.4B
BALCX vs MBACX Comparison Chart
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BALCX vs. MBACX commentary
May 23, 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: 240B vs. MBACX (440M). BALCX pays higher dividends than MBACX: BALCX (1.29) vs MBACX (0.99). BALCX was incepted earlier than MBACX: BALCX (24 years) vs MBACX (22 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 : 3.53 vs. MBACX (0.74). BALCX return over 5 years is better than : 33.77 vs. MBACX (11.75).
| BALCX | MBACX | BALCX / MBACX | |
| Total Expense Ratio | 1.31 | 2.09 | 63% |
| Annual Report Gross Expense Ratio | 1.31 | 2.20 | 60% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 1.633 | 1.205 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 440M | 54,545% |
| Annual Yield % from dividends | 1.29 | 0.99 | 130% |
| Returns for 1 year | 3.53 | 0.74 | 476% |
| Returns for 3 years | 21.31 | 9.79 | 218% |
| Returns for 5 years | 33.77 | 11.75 | 287% |
| Returns for 10 years | 46.05 | -4.75 | -970% |
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