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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
NYLI Balanced Investor Class
Price$30.88
Change-$0.20 (-0.64%)
VolumeN/A
Net Assets438.56M
BALCX vs MBINX Comparison Chart
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BALCX vs. MBINX commentary
Jun 15, 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: 244B vs. MBINX (439M). MBINX pays higher dividends than BALCX: MBINX (1.76) vs BALCX (1.24). BALCX was incepted earlier than MBINX: BALCX (24 years) vs MBINX (17 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 : 4.49 vs. MBINX (4.15). BALCX return over 5 years is better than : 34.15 vs. MBINX (13.42).
| BALCX | MBINX | BALCX / MBINX | |
| Total Expense Ratio | 1.31 | 1.34 | 98% |
| Annual Report Gross Expense Ratio | 1.31 | 1.45 | 90% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 4.121 | 2.741 | 150% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 439M | 55,581% |
| Annual Yield % from dividends | 1.24 | 1.76 | 70% |
| Returns for 1 year | 4.49 | 4.15 | 108% |
| Returns for 3 years | 30.13 | 17.94 | 168% |
| Returns for 5 years | 34.15 | 13.42 | 255% |
| Returns for 10 years | 51.38 | 2.93 | 1,756% |
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