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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$34.87
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
BALFX vs MBACX Comparison Chart
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BALFX vs. MBACX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. MBACX (440M). BALFX pays higher dividends than MBACX: BALFX (1.95) vs MBACX (0.99). BALFX was incepted earlier than MBACX: BALFX (24 years) vs MBACX (22 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 : 4.27 vs. MBACX (0.74). BALFX return over 5 years is better than : 37.79 vs. MBACX (11.75).
| BALFX | MBACX | BALFX / MBACX | |
| Total Expense Ratio | 0.61 | 2.09 | 29% |
| Annual Report Gross Expense Ratio | 0.61 | 2.20 | 28% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 1.881 | 1.205 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 440M | 54,545% |
| Annual Yield % from dividends | 1.95 | 0.99 | 198% |
| Returns for 1 year | 4.27 | 0.74 | 576% |
| Returns for 3 years | 23.37 | 9.79 | 239% |
| Returns for 5 years | 37.79 | 11.75 | 322% |
| Returns for 10 years | 52.03 | -4.75 | -1,096% |