Ad is loading...
BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$35.09
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets241.03B
NYLI Balanced Investor Class
Price$31.46
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets454.75M
BALCX vs MBINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MBINX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. MBINX (455M). 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 : 11.25 vs. MBINX (8.13). BALCX return over 5 years is better than : 29.82 vs. MBINX (7.53).
| 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 | 3.054 | 3.897 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 455M | 52,967% |
| Annual Yield % from dividends | 1.59 | 1.81 | 88% |
| Returns for 1 year | 11.25 | 8.13 | 138% |
| Returns for 3 years | 12.88 | 8.94 | 144% |
| Returns for 5 years | 29.82 | 7.53 | 396% |
| Returns for 10 years | 51.48 | 4.76 | 1,082% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers