Ad is loading...
BALCX vs MBAIX
BALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIX
American Funds American Balanced C
Price$34.51
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
BALCX vs MBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MBAIX commentary
Dec 25, 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 MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. MBAIX (445M). 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 : 9.88 vs. MBAIX (4.43). BALCX return over 5 years is better than : 26.64 vs. MBAIX (5.20).
| 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 | 9.431 | 3.905 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 445M | 53,483% |
| Annual Yield % from dividends | 1.59 | 2.28 | 70% |
| Returns for 1 year | 9.88 | 4.43 | 223% |
| Returns for 3 years | 7.33 | 6.05 | 121% |
| Returns for 5 years | 26.64 | 5.20 | 512% |
| Returns for 10 years | 46.12 | 3.55 | 1,299% |
View a ticker or compare two or three
VS
VS
Ad is loading...