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BALCX vs MBAIX
BALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIX
American Funds American Balanced C
Price$35.27
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets244.09B
BALCX vs MBAIX Comparison Chart
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BALCX vs. MBAIX commentary
Jan 26, 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: 244B vs. MBAIX (454M). 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 : 11.57 vs. MBAIX (7.68). BALCX return over 5 years is better than : 28.44 vs. MBAIX (7.94).
| 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 | 3.583 | 3.325 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 454M | 53,744% |
| Annual Yield % from dividends | 1.59 | 2.28 | 70% |
| Returns for 1 year | 11.57 | 7.68 | 151% |
| Returns for 3 years | 15.14 | 11.18 | 135% |
| Returns for 5 years | 28.44 | 7.94 | 358% |
| Returns for 10 years | 52.07 | 7.32 | 711% |
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