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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$34.32
Change+$0.25 (+0.73%)
VolumeN/A
CapitalizationN/A
BALFX vs MBACX Comparison Chart
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BALFX vs. MBACX commentary
Dec 23, 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 Buy and MBACX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. MBACX (444M). 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 : 10.13 vs. MBACX (3.06). BALFX return over 5 years is better than : 29.82 vs. MBACX (-0.98).
| 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 | 9.511 | 2.326 | 409% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 444M | 53,153% |
| Annual Yield % from dividends | 2.21 | 1.07 | 206% |
| Returns for 1 year | 10.13 | 3.06 | 331% |
| Returns for 3 years | 9.36 | 2.67 | 350% |
| Returns for 5 years | 29.82 | -0.98 | -3,046% |
| Returns for 10 years | 51.11 | -5.46 | -937% |
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