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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$34.80
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Investor Class
Price$30.58
Change-$0.16 (-0.52%)
VolumeN/A
CapitalizationN/A
BALCX vs MBINX Comparison Chart
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BALCX vs. MBINX commentary
Dec 19, 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 Hold and MBINX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 230B vs. MBINX (452M). 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 : 11.89 vs. MBINX (5.54). BALCX return over 5 years is better than : 28.93 vs. MBINX (4.22).
| 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 | 10.937 | 4.439 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 452M | 50,885% |
| Annual Yield % from dividends | 1.59 | 1.81 | 88% |
| Returns for 1 year | 11.89 | 5.54 | 215% |
| Returns for 3 years | 10.17 | 6.70 | 152% |
| Returns for 5 years | 28.93 | 4.22 | 686% |
| Returns for 10 years | 40.96 | 1.83 | 2,243% |
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