BALFX
Price
$36.59
Change
-$0.05 (-0.14%)
Updated
Nov 13 closing price
MBACX
Price
$31.99
Change
+$0.01 (+0.03%)
Updated
Nov 13 closing price
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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$36.59
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
NYLI Balanced
Price$31.99
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
BALFX vs MBACX Comparison Chart
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BALFX vs. MBACX commentary
Nov 14, 2024

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 StrongBuy and MBACX is a Buy.

FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. MBACX (464M). BALFX pays higher dividends than MBACX: BALFX (2.21) vs MBACX (1.07). BALFX was incepted earlier than MBACX: BALFX (24 years) vs MBACX (22 years). MBACX is a more actively managed with annual turnover of: 313.00 vs. BALFX (171.00). 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 : 22.60 vs. MBACX (15.96). BALFX return over 5 years is better than : 36.58 vs. MBACX (5.45).
BALFXMBACXBALFX / MBACX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years22 years-
Gain YTD15.5449.920157%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets240B464M51,724%
Annual Yield % from dividends2.211.07206%
Returns for 1 year22.6015.96142%
Returns for 3 years11.86-11.55-103%
Returns for 5 years36.585.45671%
Returns for 10 years53.02-4.81-1,103%
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