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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$35.46
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
BALFX vs MBACX Comparison Chart
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BALFX vs. MBACX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 243B vs. MBACX (452M). 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 : 12.41 vs. MBACX (6.14). BALFX return over 5 years is better than : 31.58 vs. MBACX (1.36).
| BALFX | MBACX | BALFX / MBACX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 3.061 | 2.679 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 452M | 53,761% |
| Annual Yield % from dividends | 2.21 | 1.07 | 206% |
| Returns for 1 year | 12.41 | 6.14 | 202% |
| Returns for 3 years | 15.85 | 6.24 | 254% |
| Returns for 5 years | 31.58 | 1.36 | 2,326% |
| Returns for 10 years | 56.09 | -2.57 | -2,180% |
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