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BALCX vs MBAIX
BALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
BALCX vs MBAIX Comparison Chart
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BALCX vs. MBAIX commentary
Jun 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. MBAIX (436M). MBAIX pays higher dividends than BALCX: MBAIX (2.27) vs BALCX (1.24). 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 : 6.34 vs. MBAIX (4.37). BALCX return over 5 years is better than : 30.67 vs. MBAIX (11.72).
| BALCX | MBAIX | BALCX / MBAIX | |
| Total Expense Ratio | 1.31 | 0.83 | 158% |
| Annual Report Gross Expense Ratio | 1.31 | 0.83 | 158% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 4.397 | 2.863 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 436M | 55,734% |
| Annual Yield % from dividends | 1.24 | 2.27 | 55% |
| Returns for 1 year | 6.34 | 4.37 | 145% |
| Returns for 3 years | 20.09 | 11.38 | 176% |
| Returns for 5 years | 30.67 | 11.72 | 262% |
| Returns for 10 years | 52.83 | 7.29 | 725% |
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