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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$38.64
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
NYLI Balanced Investor Class
Price$32.23
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets450.96M
BALCX vs MBINX Comparison Chart in %
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BALCX vs. MBINX commentary
Oct 06, 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 MBINX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MBINX (451M). MBINX pays higher dividends than BALCX: MBINX (1.66) vs BALCX (1.12). BALCX was incepted earlier than MBINX: BALCX (25 years) vs MBINX (18 years). MBINX (1.45) is less costly to investors than BALCX (1.31). MBINX is a more actively managed with annual turnover of: 230.00 vs. BALCX (44.00). 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 : 9.03 vs. MBINX (2.66). BALCX return over 5 years is better than : 40.62 vs. MBINX (14.86).
| BALCX | MBINX | BALCX / MBINX | |
| Total Expense Ratio | 1.31 | 1.34 | 98% |
| Annual Report Gross Expense Ratio | 1.31 | 1.45 | 90% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 13.894 | 8.140 | 171% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 451M | 58,980% |
| Annual Yield % from dividends | 1.12 | 1.66 | 68% |
| Returns for 1 year | 9.03 | 2.66 | 339% |
| Returns for 3 years | 44.26 | 22.68 | 195% |
| Returns for 5 years | 40.62 | 14.86 | 273% |
| Returns for 10 years | 70.76 | 12.58 | 562% |
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