BALFX
Price
$37.42
Change
-$0.08 (-0.21%)
Updated
Aug 15 closing price
Net Assets
256.26B
MBACX
Price
$31.15
Change
-$0.04 (-0.13%)
Updated
Aug 15 closing price
Net Assets
446.33M
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BALFX vs MBACX

Header iconBALFX vs MBACX Comparison
Open Charts BALFX vs MBACXBanner chart's image
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
NYLI Balanced
Price$31.15
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets446.33M
BALFX vs MBACX Comparison Chart in %
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BALFX vs. MBACX commentary
Aug 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 MBACX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. MBACX (446M). BALFX pays higher dividends than MBACX: BALFX (1.79) vs MBACX (0.93). BALFX was incepted earlier than MBACX: BALFX (24 years) vs MBACX (23 years). MBACX (2.20) is less costly to investors than BALFX (0.61). MBACX is a more actively managed with annual turnover of: 230.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than MBACX: BALFX (250) vs MBACX (1000). BALFX annual gain was more profitable for investors over the last year : 7.95 vs. MBACX (1.92). BALFX return over 5 years is better than : 37.91 vs. MBACX (7.06).
BALFXMBACXBALFX / MBACX
Total Expense Ratio0.612.0929%
Annual Report Gross Expense Ratio0.612.2028%
Fund Existence24 years23 years-
Gain YTD9.7475.088192%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets256B446M57,399%
Annual Yield % from dividends1.790.93193%
Returns for 1 year7.951.92414%
Returns for 3 years29.469.69304%
Returns for 5 years37.917.06537%
Returns for 10 years66.080.1836,084%
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