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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$35.91
Change+$0.33 (+0.93%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Class R6
Price$32.00
Change+$0.10 (+0.31%)
VolumeN/A
CapitalizationN/A
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BALCX vs MBERX Comparison Chart
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BALCX vs. MBERX commentary
Nov 06, 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 Sell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. MBERX (455M). 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 : 22.98 vs. MBERX (15.87). BALCX return over 5 years is better than : 32.66 vs. MBERX (10.18).
| 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 | 13.606 | 8.771 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 455M | 51,429% |
| Annual Yield % from dividends | 1.59 | 2.37 | 67% |
| Returns for 1 year | 22.98 | 15.87 | 145% |
| Returns for 3 years | 9.10 | -9.74 | -93% |
| Returns for 5 years | 32.66 | 10.18 | 321% |
| Returns for 10 years | 46.20 | N/A | - |
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