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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$36.59
Change-$0.05 (-0.14%)
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).
| 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 | 15.544 | 9.920 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 464M | 51,724% |
| Annual Yield % from dividends | 2.21 | 1.07 | 206% |
| Returns for 1 year | 22.60 | 15.96 | 142% |
| Returns for 3 years | 11.86 | -11.55 | -103% |
| Returns for 5 years | 36.58 | 5.45 | 671% |
| Returns for 10 years | 53.02 | -4.81 | -1,103% |
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