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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$34.91
Change+$0.32 (+0.93%)
VolumeN/A
Net Assets239.3B
NYLI Balanced Class R6
Price$31.52
Change+$0.30 (+0.96%)
VolumeN/A
Net Assets447.69M
BALCX vs MBERX Comparison Chart
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BALCX vs. MBERX commentary
Mar 01, 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: 239B vs. MBERX (448M). 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 : 6.95 vs. MBERX (6.19). BALCX return over 5 years is better than : 33.06 vs. MBERX (14.37).
| 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 | 1.586 | 2.630 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 448M | 53,348% |
| Annual Yield % from dividends | 1.59 | 2.37 | 67% |
| Returns for 1 year | 6.95 | 6.19 | 112% |
| Returns for 3 years | 13.75 | 11.27 | 122% |
| Returns for 5 years | 33.06 | 14.37 | 230% |
| Returns for 10 years | 45.46 | N/A | - |
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