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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$38.66
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets260.98B
BALFX vs MBAIX Comparison Chart in %
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BALFX vs. MBAIX commentary
Nov 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 261B vs. MBAIX (439M). MBAIX pays higher dividends than BALFX: MBAIX (2.14) vs BALFX (1.70). BALFX was incepted earlier than MBAIX: BALFX (25 years) vs MBAIX (37 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 : 8.31 vs. MBAIX (1.13). BALFX return over 5 years is better than : 38.21 vs. MBAIX (11.17).
| 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 | 37 years | - |
| Gain YTD | 13.692 | 8.262 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261B | 439M | 59,453% |
| Annual Yield % from dividends | 1.70 | 2.14 | 79% |
| Returns for 1 year | 8.31 | 1.13 | 735% |
| Returns for 3 years | 39.30 | 18.74 | 210% |
| Returns for 5 years | 38.21 | 11.17 | 342% |
| Returns for 10 years | 70.27 | 14.01 | 502% |
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