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BALCX vs MBAIX
BALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIX
American Funds American Balanced C
Price$38.32
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
BALCX vs MBAIX Comparison Chart in %
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BALCX vs. MBAIX commentary
Sep 19, 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: 263B vs. MBAIX (451M). MBAIX pays higher dividends than BALCX: MBAIX (2.17) vs BALCX (1.16). BALCX was incepted earlier than MBAIX: BALCX (25 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 : 9.30 vs. MBAIX (2.98). BALCX return over 5 years is better than : 39.22 vs. MBAIX (16.92).
| BALCX | MBAIX | BALCX / MBAIX | |
| Total Expense Ratio | 1.31 | 0.83 | 158% |
| Annual Report Gross Expense Ratio | 1.31 | 0.83 | 158% |
| Fund Existence | 25 years | 36 years | - |
| Gain YTD | 12.837 | 8.049 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 451M | 58,315% |
| Annual Yield % from dividends | 1.16 | 2.17 | 54% |
| Returns for 1 year | 9.30 | 2.98 | 312% |
| Returns for 3 years | 40.24 | 22.53 | 179% |
| Returns for 5 years | 39.22 | 16.92 | 232% |
| Returns for 10 years | 71.25 | 16.92 | 421% |
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