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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$38.70
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets265.73B
NYLI Balanced Class R6
Price$32.40
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets450.96M
BALCX vs MBERX Comparison Chart in %
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BALCX vs. MBERX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MBERX (451M). MBERX pays higher dividends than BALCX: MBERX (2.22) vs BALCX (1.12). BALCX was incepted earlier than MBERX: BALCX (25 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 : 8.78 vs. MBERX (3.11). BALCX return over 5 years is better than : 39.29 vs. MBERX (16.95).
| BALCX | MBERX | BALCX / MBERX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 14.071 | 8.694 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 451M | 58,980% |
| Annual Yield % from dividends | 1.12 | 2.22 | 50% |
| Returns for 1 year | 8.78 | 3.11 | 282% |
| Returns for 3 years | 48.39 | 28.12 | 172% |
| Returns for 5 years | 39.29 | 16.95 | 232% |
| Returns for 10 years | 69.27 | N/A | - |
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