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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
NYLI Balanced Investor Class
Price$29.87
Change+$1.11 (+3.86%)
VolumeN/A
Net Assets426.77M
BALCX vs MBINX Comparison Chart
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BALCX vs. MBINX commentary
Apr 11, 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: 217B vs. MBINX (427M). MBINX pays higher dividends than BALCX: MBINX (1.76) vs BALCX (1.28). BALCX was incepted earlier than MBINX: BALCX (24 years) vs MBINX (17 years). MBINX (1.45) is less costly to investors than BALCX (1.32). MBINX is a more actively managed with annual turnover of: 230.00 vs. BALCX (171.00). BALCX has a lower initial minimum investment than MBINX: BALCX (250) vs MBINX (1000). MBINX annual gain was more profitable for investors over the last year : -3.29 vs. BALCX (-4.30). BALCX return over 5 years is better than : 26.21 vs. MBINX (11.64).
| BALCX | MBINX | BALCX / MBINX | |
| Total Expense Ratio | 1.32 | 1.34 | 99% |
| Annual Report Gross Expense Ratio | 1.32 | 1.45 | 91% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -7.130 | -4.313 | 165% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 427M | 50,820% |
| Annual Yield % from dividends | 1.28 | 1.76 | 73% |
| Returns for 1 year | -4.30 | -3.29 | 131% |
| Returns for 3 years | 3.18 | 0.92 | 346% |
| Returns for 5 years | 26.21 | 11.64 | 225% |
| Returns for 10 years | 34.21 | -5.12 | -668% |