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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Investor Class
Price$32.19
Change-$0.11 (-0.34%)
VolumeN/A
CapitalizationN/A
BALCX vs MBINX Comparison Chart
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BALCX vs. MBINX commentary
Nov 18, 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 MBINX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. MBINX (460M). MBINX pays higher dividends than BALCX: MBINX (1.81) vs BALCX (1.59). BALCX was incepted earlier than MBINX: BALCX (24 years) vs MBINX (17 years). MBINX is a more actively managed with annual turnover of: 313.00 vs. BALCX (171.00). BALCX has a lower initial minimum investment than MBINX: BALCX (250) vs MBINX (1000). BALCX annual gain was more profitable for investors over the last year : 20.01 vs. MBINX (16.15). BALCX return over 5 years is better than : 30.97 vs. MBINX (8.32).
| BALCX | MBINX | BALCX / MBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 13.321 | 9.747 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 460M | 51,304% |
| Annual Yield % from dividends | 1.59 | 1.81 | 88% |
| Returns for 1 year | 20.01 | 16.15 | 124% |
| Returns for 3 years | 8.73 | -9.83 | -89% |
| Returns for 5 years | 30.97 | 8.32 | 372% |
| Returns for 10 years | 44.77 | -0.60 | -7,516% |
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