BALFX
Price
$38.77
Change
+$0.10 (+0.26%)
Updated
Nov 19 closing price
Net Assets
262.74B
MBACX
Price
$31.52
Change
-$0.01 (-0.03%)
Updated
Nov 19 closing price
Net Assets
442.26M
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BALFX vs MBACX

Header iconBALFX vs MBACX Comparison
Open Charts BALFX vs MBACXBanner chart's image
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
NYLI Balanced
Price$31.52
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets442.26M
BALFX vs MBACX Comparison Chart in %
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BALFX vs. MBACX commentary
Nov 21, 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 Hold and MBACX is a Hold.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. MBACX (442M). BALFX pays higher dividends than MBACX: BALFX (1.70) vs MBACX (0.88). 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 : 8.95 vs. MBACX (0.12). BALFX return over 5 years is better than : 38.60 vs. MBACX (3.55).
BALFXMBACXBALFX / MBACX
Total Expense Ratio0.612.0929%
Annual Report Gross Expense Ratio0.612.2028%
Fund Existence25 years23 years-
Gain YTD14.0156.558214%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets263B442M59,502%
Annual Yield % from dividends1.700.88192%
Returns for 1 year8.950.127,453%
Returns for 3 years40.9014.78277%
Returns for 5 years38.603.551,089%
Returns for 10 years70.893.372,104%
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