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BALCX vs MBAIX
BALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
BALCX vs MBAIX Comparison Chart
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BALCX vs. MBAIX commentary
Nov 18, 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 MBAIX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. MBAIX (460M). MBAIX pays higher dividends than BALCX: MBAIX (2.28) vs BALCX (1.59). BALCX was incepted earlier than MBAIX: BALCX (24 years) vs MBAIX (36 years). MBAIX is a more actively managed with annual turnover of: 313.00 vs. BALCX (171.00). BALCX has a lower initial minimum investment than MBAIX: BALCX (250) vs MBAIX (1000000). BALCX annual gain was more profitable for investors over the last year : 20.01 vs. MBAIX (16.72). BALCX return over 5 years is better than : 30.97 vs. MBAIX (10.71).
| BALCX | MBAIX | BALCX / MBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 13.321 | 10.210 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 460M | 51,304% |
| Annual Yield % from dividends | 1.59 | 2.28 | 70% |
| Returns for 1 year | 20.01 | 16.72 | 120% |
| Returns for 3 years | 8.73 | -8.42 | -104% |
| Returns for 5 years | 30.97 | 10.71 | 289% |
| Returns for 10 years | 44.77 | 2.78 | 1,612% |
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