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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
BALFX vs MBACX Comparison Chart
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BALFX vs. MBACX commentary
Apr 11, 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: 217B vs. MBACX (427M). BALFX pays higher dividends than MBACX: BALFX (1.95) vs MBACX (0.97). BALFX was incepted earlier than MBACX: BALFX (24 years) vs MBACX (22 years). MBACX (2.20) is less costly to investors than BALFX (0.62). MBACX is a more actively managed with annual turnover of: 230.00 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 : -3.61 vs. MBACX (-4.06). BALFX return over 5 years is better than : 30.02 vs. MBACX (7.52).
| BALFX | MBACX | BALFX / MBACX | |
| Total Expense Ratio | 0.62 | 2.09 | 30% |
| Annual Report Gross Expense Ratio | 0.62 | 2.20 | 28% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | -6.950 | -4.517 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 427M | 50,820% |
| Annual Yield % from dividends | 1.95 | 0.97 | 201% |
| Returns for 1 year | -3.61 | -4.06 | 89% |
| Returns for 3 years | 4.96 | -1.38 | -359% |
| Returns for 5 years | 30.02 | 7.52 | 399% |
| Returns for 10 years | 39.80 | -10.46 | -380% |
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