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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
BALFX vs MBACX Comparison Chart in %
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BALFX vs. MBACX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. MBACX (449M). BALFX pays higher dividends than MBACX: BALFX (1.77) vs MBACX (0.91). BALFX was incepted earlier than MBACX: BALFX (25 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 : 9.94 vs. MBACX (2.17). BALFX return over 5 years is better than : 39.60 vs. MBACX (8.90).
| BALFX | MBACX | BALFX / MBACX | |
| Total Expense Ratio | 0.61 | 2.09 | 29% |
| Annual Report Gross Expense Ratio | 0.61 | 2.20 | 28% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 11.360 | 6.539 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.77 | 0.91 | 194% |
| Returns for 1 year | 9.94 | 2.17 | 458% |
| Returns for 3 years | 39.77 | 17.24 | 231% |
| Returns for 5 years | 39.60 | 8.90 | 445% |
| Returns for 10 years | 75.07 | 5.72 | 1,312% |
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