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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$36.21
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Class R6
Price$32.80
Change+$0.14 (+0.43%)
VolumeN/A
CapitalizationN/A
BALCX vs MBERX Comparison Chart
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BALCX vs. MBERX commentary
Nov 23, 2024
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 StrongBuy and MBERX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. MBERX (466M). MBERX pays higher dividends than BALCX: MBERX (2.37) vs BALCX (1.59). BALCX was incepted earlier than MBERX: BALCX (24 years) vs MBERX (7 years). MBERX is a more actively managed with annual turnover of: 313.00 vs. BALCX (171.00). 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 : 20.28 vs. MBERX (17.51). BALCX return over 5 years is better than : 32.82 vs. MBERX (12.93).
| BALCX | MBERX | BALCX / MBERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 14.555 | 11.839 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 466M | 51,073% |
| Annual Yield % from dividends | 1.59 | 2.37 | 67% |
| Returns for 1 year | 20.28 | 17.51 | 116% |
| Returns for 3 years | 10.57 | -6.55 | -161% |
| Returns for 5 years | 32.82 | 12.93 | 254% |
| Returns for 10 years | 45.39 | N/A | - |
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