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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$36.39
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
BALFX vs MBAIX Comparison Chart in %
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BALFX vs. MBAIX commentary
Jun 27, 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 MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 248B vs. MBAIX (441M). MBAIX pays higher dividends than BALFX: MBAIX (2.27) vs BALFX (1.88). BALFX was incepted earlier than MBAIX: BALFX (24 years) vs MBAIX (36 years). MBAIX (0.83) is less costly to investors than BALFX (0.61). MBAIX is a more actively managed with annual turnover of: 230.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than MBAIX: BALFX (250) vs MBAIX (1000000). BALFX annual gain was more profitable for investors over the last year : 7.34 vs. MBAIX (5.58). BALFX return over 5 years is better than : 42.58 vs. MBAIX (19.26).
| BALFX | MBAIX | BALFX / MBAIX | |
| Total Expense Ratio | 0.61 | 0.83 | 73% |
| Annual Report Gross Expense Ratio | 0.61 | 0.83 | 73% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 6.726 | 4.125 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 441M | 56,236% |
| Annual Yield % from dividends | 1.88 | 2.27 | 83% |
| Returns for 1 year | 7.34 | 5.58 | 132% |
| Returns for 3 years | 32.61 | 18.52 | 176% |
| Returns for 5 years | 42.58 | 19.26 | 221% |
| Returns for 10 years | 63.55 | 8.74 | 727% |
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