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BALCX vs MBLAX
BALCX vs MBLAX Comparison
Open Charts BALCX vs MBLAX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Madison Diversified Income A
Price$13.04
Change-$0.03 (-0.23%)
VolumeN/A
CapitalizationN/A
BALCX vs MBLAX Comparison Chart
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BALCX vs. MBLAX commentary
Nov 18, 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 StrongBuy and MBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. MBLAX (138M). MBLAX pays higher dividends than BALCX: MBLAX (4.13) vs BALCX (1.59). BALCX was incepted earlier than MBLAX: BALCX (24 years) vs MBLAX (27 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. MBLAX (118.00). BALCX has a lower initial minimum investment than MBLAX: BALCX (250) vs MBLAX (1000). BALCX annual gain was more profitable for investors over the last year : 20.01 vs. MBLAX (-1.95). BALCX return over 5 years is better than : 30.97 vs. MBLAX (-10.15).
| BALCX | MBLAX | BALCX / MBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 13.321 | 5.751 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 138M | 171,014% |
| Annual Yield % from dividends | 1.59 | 4.13 | 38% |
| Returns for 1 year | 20.01 | -1.95 | -1,028% |
| Returns for 3 years | 8.73 | -22.61 | -39% |
| Returns for 5 years | 30.97 | -10.15 | -305% |
| Returns for 10 years | 44.77 | 8.82 | 507% |
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