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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$36.73
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
NYLI Balanced Class R6
Price$31.39
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets441.82M
BALCX vs MBERX Comparison Chart in %
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BALCX vs. MBERX commentary
Aug 07, 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: 252B vs. MBERX (442M). MBERX pays higher dividends than BALCX: MBERX (2.30) vs BALCX (1.18). 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 : 9.98 vs. MBERX (4.52). BALCX return over 5 years is better than : 32.54 vs. MBERX (13.71).
| 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 | 8.155 | 4.717 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 442M | 57,014% |
| Annual Yield % from dividends | 1.18 | 2.30 | 51% |
| Returns for 1 year | 9.98 | 4.52 | 221% |
| Returns for 3 years | 28.72 | 16.05 | 179% |
| Returns for 5 years | 32.54 | 13.71 | 237% |
| Returns for 10 years | 57.88 | N/A | - |
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