Ad is loading...
BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$34.51
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Class R6
Price$30.55
Change+$0.15 (+0.49%)
VolumeN/A
CapitalizationN/A
BALCX vs MBERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MBERX commentary
Dec 25, 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 Buy and MBERX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. MBERX (445M). 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 : 10.59 vs. MBERX (5.03). BALCX return over 5 years is better than : 27.09 vs. MBERX (5.99).
| 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 | 10.134 | 4.501 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 445M | 53,483% |
| Annual Yield % from dividends | 1.59 | 2.37 | 67% |
| Returns for 1 year | 10.59 | 5.03 | 211% |
| Returns for 3 years | 8.02 | 6.85 | 117% |
| Returns for 5 years | 27.09 | 5.99 | 452% |
| Returns for 10 years | 47.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PLGIX | 17.04 | 0.17 | +1.01% |
| Principal LargeCap Growth I Instl | |||
| SRUAX | 14.11 | 0.13 | +0.93% |
| Meeder Spectrum Adviser | |||
| SHDCX | 9.85 | 0.06 | +0.61% |
| American Beacon Shapiro SMID Cap Eq C | |||
| HFYCX | 10.03 | 0.02 | +0.20% |
| Hartford Schroders Intl Multi-Cp Val C | |||
| SVYAX | 11.31 | N/A | N/A |
| SEI US Managed Volatility A (SIIT) | |||