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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$36.49
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
NYLI Balanced Class R6
Price$31.24
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets439.98M
BALCX vs MBERX Comparison Chart in %
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BALCX vs. MBERX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 251B vs. MBERX (440M). MBERX pays higher dividends than BALCX: MBERX (2.30) vs BALCX (1.19). 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 : 4.86 vs. MBERX (1.97). BALCX return over 5 years is better than : 34.42 vs. MBERX (15.69).
| 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 | 8 years | - |
| Gain YTD | 7.449 | 4.216 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 440M | 57,045% |
| Annual Yield % from dividends | 1.19 | 2.30 | 52% |
| Returns for 1 year | 4.86 | 1.97 | 247% |
| Returns for 3 years | 32.64 | 19.35 | 169% |
| Returns for 5 years | 34.42 | 15.69 | 219% |
| Returns for 10 years | 55.09 | N/A | - |