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BALFX vs IBNYX
BALFX vs IBNYX Comparison
Open Charts BALFX vs IBNYX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
Macquarie Balanced Fund
Price$25.49
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.04B
BALFX vs IBNYX Comparison Chart in %
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BALFX vs. IBNYX commentary
Sep 07, 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 IBNYX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 258B vs. IBNYX (2.04B). BALFX pays higher dividends than IBNYX: BALFX (1.77) vs IBNYX (0.99). BALFX was incepted earlier than IBNYX: BALFX (25 years) vs IBNYX (22 years). IBNYX (1.08) is less costly to investors than BALFX (0.61). IBNYX is a more actively managed with annual turnover of: 76.00 vs. BALFX (44.00). IBNYX has a lower initial minimum investment than BALFX: IBNYX (0) vs BALFX (250). IBNYX annual gain was more profitable for investors over the last year : 12.20 vs. BALFX (9.94). BALFX return over 5 years is better than : 39.60 vs. IBNYX (6.11).
| BALFX | IBNYX | BALFX / IBNYX | |
| Total Expense Ratio | 0.61 | 1.06 | 58% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 11.360 | 8.958 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.04B | 12,641% |
| Annual Yield % from dividends | 1.77 | 0.99 | 179% |
| Returns for 1 year | 9.94 | 12.20 | 81% |
| Returns for 3 years | 39.77 | 15.89 | 250% |
| Returns for 5 years | 39.60 | 6.11 | 648% |
| Returns for 10 years | 75.07 | 13.35 | 562% |
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