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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
NYLI Balanced Class R6
Price$30.20
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets424.23M
BALCX vs MBERX Comparison Chart
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BALCX vs. MBERX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 227B vs. MBERX (424M). MBERX pays higher dividends than BALCX: MBERX (2.35) vs BALCX (1.28). BALCX was incepted earlier than MBERX: BALCX (24 years) vs MBERX (7 years). BALCX (1.32) is less costly to investors than MBERX (0.74). MBERX is a more actively managed with annual turnover of: 230.00 vs. BALCX (171.00). MBERX has a lower initial minimum investment than BALCX: MBERX (0) vs BALCX (250). MBERX annual gain was more profitable for investors over the last year : 3.08 vs. BALCX (0.88). BALCX return over 5 years is better than : 28.57 vs. MBERX (20.76).
| BALCX | MBERX | BALCX / MBERX | |
| Total Expense Ratio | 1.32 | 0.74 | 178% |
| Annual Report Gross Expense Ratio | 1.32 | 0.74 | 178% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | -4.013 | 0.163 | -2,468% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 424M | 53,538% |
| Annual Yield % from dividends | 1.28 | 2.35 | 55% |
| Returns for 1 year | 0.88 | 3.08 | 28% |
| Returns for 3 years | 10.05 | 9.26 | 109% |
| Returns for 5 years | 28.57 | 20.76 | 138% |
| Returns for 10 years | 37.55 | N/A | - |
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