Ad is loading...
BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
NYLI Balanced Class R6
Price$30.31
Change-$0.70 (-2.26%)
VolumeN/A
Net Assets443.15M
BALCX vs MBERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MBERX commentary
Apr 04, 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 Hold and MBERX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. MBERX (443M). 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 : 2.03 vs. BALCX (0.58). BALCX return over 5 years is better than : 41.73 vs. MBERX (32.19).
| 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 | -2.337 | 0.527 | -443% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 443M | 53,047% |
| Annual Yield % from dividends | 1.28 | 2.35 | 55% |
| Returns for 1 year | 0.58 | 2.03 | 29% |
| Returns for 3 years | 7.28 | 7.63 | 95% |
| Returns for 5 years | 41.73 | 32.19 | 130% |
| Returns for 10 years | 41.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...