BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
MBAIX
Price
$31.45
Change
+$0.07 (+0.22%)
Updated
Jul 3 closing price
Net Assets
446.37M
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BALCX vs MBAIX

Header iconBALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
NYLI Balanced
Price$31.45
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.37M
BALCX vs MBAIX Comparison Chart in %
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BALCX vs. MBAIX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. MBAIX (446M). MBAIX pays higher dividends than BALCX: MBAIX (2.22) vs BALCX (1.19). BALCX was incepted earlier than MBAIX: BALCX (24 years) vs MBAIX (36 years). BALCX (1.31) is less costly to investors than MBAIX (0.83). MBAIX is a more actively managed with annual turnover of: 230.00 vs. BALCX (44.00). 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 : 7.03 vs. MBAIX (6.23). BALCX return over 5 years is better than : 37.14 vs. MBAIX (18.33).
BALCXMBAIXBALCX / MBAIX
Total Expense Ratio1.310.83158%
Annual Report Gross Expense Ratio1.310.83158%
Fund Existence24 years36 years-
Gain YTD7.6845.010153%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B446M56,502%
Annual Yield % from dividends1.192.2254%
Returns for 1 year7.036.23113%
Returns for 3 years32.5119.89163%
Returns for 5 years37.1418.33203%
Returns for 10 years58.169.53610%
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