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BALFX vs IBNAX
BALFX vs IBNAX Comparison
Open Charts BALFX vs IBNAX
American Funds American Balanced F1
Price$37.01
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Macquarie Balanced Fund
Price$25.12
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets1.59B
BALFX vs IBNAX Comparison Chart in %
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BALFX vs. IBNAX commentary
Aug 08, 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 BALFX is a Buy and IBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 253B vs. IBNAX (1.59B). BALFX pays higher dividends than IBNAX: BALFX (1.79) vs IBNAX (1.02). BALFX was incepted earlier than IBNAX: BALFX (24 years) vs IBNAX (38 years). IBNAX (1.08) is less costly to investors than BALFX (0.61). IBNAX is a more actively managed with annual turnover of: 76.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than IBNAX: BALFX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 15.15 vs. BALFX (11.36). BALFX return over 5 years is better than : 36.44 vs. IBNAX (6.45).
| BALFX | IBNAX | BALFX / IBNAX | |
| Total Expense Ratio | 0.61 | 1.06 | 58% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 8.544 | 7.439 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.59B | 15,902% |
| Annual Yield % from dividends | 1.79 | 1.02 | 177% |
| Returns for 1 year | 11.36 | 15.15 | 75% |
| Returns for 3 years | 30.84 | 9.64 | 320% |
| Returns for 5 years | 36.44 | 6.45 | 565% |
| Returns for 10 years | 63.47 | 8.15 | 779% |
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