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BALCX vs MBAIX
BALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIX
American Funds American Balanced C
Price$36.82
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.84B
BALCX vs MBAIX Comparison Chart in %
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BALCX vs. MBAIX commentary
Aug 12, 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: 254B vs. MBAIX (442M). MBAIX pays higher dividends than BALCX: MBAIX (2.22) vs BALCX (1.18). 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 : 8.77 vs. MBAIX (4.20). BALCX return over 5 years is better than : 32.37 vs. MBAIX (12.96).
| 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 | 8.420 | 5.144 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 442M | 57,466% |
| Annual Yield % from dividends | 1.18 | 2.22 | 53% |
| Returns for 1 year | 8.77 | 4.20 | 209% |
| Returns for 3 years | 26.38 | 13.50 | 195% |
| Returns for 5 years | 32.37 | 12.96 | 250% |
| Returns for 10 years | 58.14 | 9.53 | 610% |
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