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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
NYLI Balanced Class R6
Price$32.15
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets441.18M
BALCX vs MBERX Comparison Chart in %
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BALCX vs. MBERX commentary
Nov 20, 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: 264B vs. MBERX (441M). MBERX pays higher dividends than BALCX: MBERX (2.23) vs BALCX (1.10). BALCX was incepted earlier than MBERX: BALCX (25 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 : 8.00 vs. MBERX (1.34). BALCX return over 5 years is better than : 33.87 vs. MBERX (10.90).
| BALCX | MBERX | BALCX / MBERX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 13.040 | 7.855 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 441M | 59,864% |
| Annual Yield % from dividends | 1.10 | 2.23 | 50% |
| Returns for 1 year | 8.00 | 1.34 | 598% |
| Returns for 3 years | 37.81 | 19.58 | 193% |
| Returns for 5 years | 33.87 | 10.90 | 311% |
| Returns for 10 years | 63.16 | N/A | - |