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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$38.93
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets266.55B
BALFX vs MBAIX Comparison Chart in %
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BALFX vs. MBAIX commentary
Oct 10, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 267B vs. MBAIX (451M). MBAIX pays higher dividends than BALFX: MBAIX (2.14) vs BALFX (1.72). BALFX was incepted earlier than MBAIX: BALFX (25 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 : 9.04 vs. MBAIX (2.74). BALFX return over 5 years is better than : 41.87 vs. MBAIX (15.18).
| BALFX | MBAIX | BALFX / MBAIX | |
| Total Expense Ratio | 0.61 | 0.83 | 73% |
| Annual Report Gross Expense Ratio | 0.61 | 0.83 | 73% |
| Fund Existence | 25 years | 36 years | - |
| Gain YTD | 14.486 | 8.262 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 451M | 59,202% |
| Annual Yield % from dividends | 1.72 | 2.14 | 80% |
| Returns for 1 year | 9.04 | 2.74 | 330% |
| Returns for 3 years | 52.18 | 27.86 | 187% |
| Returns for 5 years | 41.87 | 15.18 | 276% |
| Returns for 10 years | 76.37 | 15.00 | 509% |
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