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BALCX vs MBAIX
BALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
BALCX vs MBAIX Comparison Chart
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BALCX vs. MBAIX commentary
Apr 18, 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 MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 225B vs. MBAIX (423M). MBAIX pays higher dividends than BALCX: MBAIX (2.27) vs BALCX (1.28). BALCX was incepted earlier than MBAIX: BALCX (24 years) vs MBAIX (36 years). BALCX (1.32) is less costly to investors than MBAIX (0.83). MBAIX is a more actively managed with annual turnover of: 230.00 vs. BALCX (171.00). BALCX has a lower initial minimum investment than MBAIX: BALCX (250) vs MBAIX (1000000). MBAIX annual gain was more profitable for investors over the last year : 3.25 vs. BALCX (1.81). BALCX return over 5 years is better than : 27.72 vs. MBAIX (17.62).
| BALCX | MBAIX | BALCX / MBAIX | |
| Total Expense Ratio | 1.32 | 0.83 | 159% |
| Annual Report Gross Expense Ratio | 1.32 | 0.83 | 159% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | -3.896 | -1.221 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 423M | 53,191% |
| Annual Yield % from dividends | 1.28 | 2.27 | 57% |
| Returns for 1 year | 1.81 | 3.25 | 56% |
| Returns for 3 years | 8.04 | 6.46 | 124% |
| Returns for 5 years | 27.72 | 17.62 | 157% |
| Returns for 10 years | 38.61 | 1.78 | 2,164% |
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