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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
BALFX vs MBAIX Comparison Chart
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BALFX vs. MBAIX commentary
Feb 24, 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 MBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. MBAIX (450M). MBAIX (2.28) and BALFX (2.21) have matching dividends . BALFX was incepted earlier than MBAIX: BALFX (24 years) vs MBAIX (36 years). MBAIX is a more actively managed with annual turnover of: 313.00 vs. BALFX (171.00). 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 : 9.19 vs. MBAIX (6.35). BALFX return over 5 years is better than : 29.96 vs. MBAIX (6.77).
| BALFX | MBAIX | BALFX / MBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 2.886 | 2.864 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 450M | 53,778% |
| Annual Yield % from dividends | 2.21 | 2.28 | 97% |
| Returns for 1 year | 9.19 | 6.35 | 145% |
| Returns for 3 years | 17.52 | 10.94 | 160% |
| Returns for 5 years | 29.96 | 6.77 | 442% |
| Returns for 10 years | 52.44 | 5.08 | 1,031% |