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BALFX vs IBNCX
BALFX vs IBNCX Comparison
Open Charts BALFX vs IBNCX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
Macquarie Balanced Fund
Price$24.91
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.04B
BALFX vs IBNCX Comparison Chart in %
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BALFX vs. IBNCX commentary
Sep 06, 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 IBNCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 258B vs. IBNCX (2.04B). BALFX pays higher dividends than IBNCX: BALFX (1.77) vs IBNCX (0.49). BALFX was incepted earlier than IBNCX: BALFX (24 years) vs IBNCX (22 years). IBNCX (1.83) is less costly to investors than BALFX (0.61). IBNCX is a more actively managed with annual turnover of: 76.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than IBNCX: BALFX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 11.39 vs. BALFX (9.94). BALFX return over 5 years is better than : 39.60 vs. IBNCX (2.35).
| BALFX | IBNCX | BALFX / IBNCX | |
| Total Expense Ratio | 0.61 | 1.81 | 34% |
| Annual Report Gross Expense Ratio | 0.61 | 1.83 | 33% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 11.360 | 8.452 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.04B | 12,641% |
| Annual Yield % from dividends | 1.77 | 0.49 | 363% |
| Returns for 1 year | 9.94 | 11.39 | 87% |
| Returns for 3 years | 39.77 | 13.05 | 305% |
| Returns for 5 years | 39.60 | 2.35 | 1,683% |
| Returns for 10 years | 75.07 | 6.90 | 1,087% |
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