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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$35.92
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets245.62B
BALFX vs MBACX Comparison Chart
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BALFX vs. MBACX commentary
Jun 13, 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: 246B vs. MBACX (441M). BALFX pays higher dividends than MBACX: BALFX (1.88) 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 (0.61). 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 : 6.82 vs. MBACX (3.96). BALFX return over 5 years is better than : 39.40 vs. MBACX (9.99).
| 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 | 5.347 | 3.090 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246B | 441M | 55,782% |
| Annual Yield % from dividends | 1.88 | 0.97 | 194% |
| Returns for 1 year | 6.82 | 3.96 | 172% |
| Returns for 3 years | 32.97 | 15.44 | 214% |
| Returns for 5 years | 39.40 | 9.99 | 394% |
| Returns for 10 years | 59.68 | -1.87 | -3,186% |
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