BALCX
Price
$37.26
Change
+$0.07 (+0.19%)
Updated
Aug 27 closing price
Net Assets
255.46B
MBERX
Price
$32.14
Change
+$0.08 (+0.25%)
Updated
Aug 27 closing price
Net Assets
447.58M
Interact to see
Advertisement

BALCX vs MBERX

Header iconBALCX vs MBERX Comparison
Open Charts BALCX vs MBERXBanner chart's image
American Funds American Balanced C
Price$37.26
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
NYLI Balanced Class R6
Price$32.14
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets447.58M
BALCX vs MBERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BALCX vs. MBERX commentary
Aug 28, 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 MBERX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 255B vs. MBERX (448M). MBERX pays higher dividends than BALCX: MBERX (2.30) vs BALCX (1.18). BALCX was incepted earlier than MBERX: BALCX (24 years) vs MBERX (8 years). BALCX (1.31) is less costly to investors than MBERX (0.74). MBERX is a more actively managed with annual turnover of: 230.00 vs. BALCX (44.00). MBERX has a lower initial minimum investment than BALCX: MBERX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 6.50 vs. MBERX (2.81). BALCX return over 5 years is better than : 32.76 vs. MBERX (15.25).
BALCXMBERXBALCX / MBERX
Total Expense Ratio1.310.74177%
Annual Report Gross Expense Ratio1.310.74177%
Fund Existence24 years8 years-
Gain YTD9.7167.219135%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets255B448M56,920%
Annual Yield % from dividends1.182.3051%
Returns for 1 year6.502.81231%
Returns for 3 years31.9619.07168%
Returns for 5 years32.7615.25215%
Returns for 10 years65.25N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CMND1.020.01
+0.99%
Clearmind Medicine
HNNA11.450.09
+0.79%
Hennessy Advisors
ITT173.471.17
+0.68%
ITT
SNDA26.18-0.13
-0.49%
Sonida Senior Living
VCYT28.61-0.46
-1.58%
Veracyte