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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
NYLI Balanced Class R6
Price$31.02
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets435.81M
BALCX vs MBERX Comparison Chart
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BALCX vs. MBERX commentary
Jun 07, 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: 243B vs. MBERX (436M). MBERX pays higher dividends than BALCX: MBERX (2.35) vs BALCX (1.24). BALCX was incepted earlier than MBERX: BALCX (24 years) vs MBERX (7 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 : 6.34 vs. MBERX (4.45). BALCX return over 5 years is better than : 30.67 vs. MBERX (12.13).
| BALCX | MBERX | BALCX / MBERX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 4.397 | 2.882 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 436M | 55,734% |
| Annual Yield % from dividends | 1.24 | 2.35 | 53% |
| Returns for 1 year | 6.34 | 4.45 | 142% |
| Returns for 3 years | 20.09 | 11.67 | 172% |
| Returns for 5 years | 30.67 | 12.13 | 253% |
| Returns for 10 years | 52.83 | N/A | - |
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