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BALFX vs MAMAX
BALFX vs MAMAX Comparison
Open Charts BALFX vs MAMAX
American Funds American Balanced F1
Price$36.70
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
MFS Moderate Allocation A
Price$20.35
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets6.32B
BALFX vs MAMAX Comparison Chart in %
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BALFX vs. MAMAX commentary
Jul 16, 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 MAMAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. MAMAX (6.32B). MAMAX pays higher dividends than BALFX: MAMAX (2.34) vs BALFX (1.81). BALFX was incepted earlier than MAMAX: BALFX (24 years) vs MAMAX (23 years). MAMAX (0.90) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. MAMAX (4.00). BALFX has a lower initial minimum investment than MAMAX: BALFX (250) vs MAMAX (1000). BALFX annual gain was more profitable for investors over the last year : 5.96 vs. MAMAX (3.50). BALFX return over 5 years is better than : 38.44 vs. MAMAX (20.98).
| BALFX | MAMAX | BALFX / MAMAX | |
| Total Expense Ratio | 0.61 | 0.90 | 68% |
| Annual Report Gross Expense Ratio | 0.61 | 0.90 | 68% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 7.635 | 6.591 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 6.32B | 3,985% |
| Annual Yield % from dividends | 1.81 | 2.34 | 77% |
| Returns for 1 year | 5.96 | 3.50 | 170% |
| Returns for 3 years | 34.86 | 20.57 | 169% |
| Returns for 5 years | 38.44 | 20.98 | 183% |
| Returns for 10 years | 61.45 | 42.10 | 146% |
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