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BALFX vs MAMAX
BALFX vs MAMAX Comparison
Open Charts BALFX vs MAMAX
American Funds American Balanced F1
Price$34.87
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
MFS Moderate Allocation A
Price$19.76
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets6.32B
BALFX vs MAMAX Comparison Chart
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BALFX vs. MAMAX commentary
May 23, 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: 240B vs. MAMAX (6.32B). MAMAX pays higher dividends than BALFX: MAMAX (2.49) vs BALFX (1.95). 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 : 4.27 vs. MAMAX (1.94). BALFX return over 5 years is better than : 37.79 vs. MAMAX (24.72).
| 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 | 1.881 | 3.195 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 6.32B | 3,795% |
| Annual Yield % from dividends | 1.95 | 2.49 | 79% |
| Returns for 1 year | 4.27 | 1.94 | 220% |
| Returns for 3 years | 23.37 | 13.21 | 177% |
| Returns for 5 years | 37.79 | 24.72 | 153% |
| Returns for 10 years | 52.03 | 36.66 | 142% |
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