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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
BALFX vs MBAIX Comparison Chart
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BALFX vs. MBAIX commentary
Jun 07, 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: 243B vs. MBAIX (436M). 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 : 7.08 vs. MBAIX (4.37). BALFX return over 5 years is better than : 34.60 vs. MBAIX (11.72).
| 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 | 4.688 | 2.863 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 436M | 55,734% |
| Annual Yield % from dividends | 1.88 | 2.27 | 83% |
| Returns for 1 year | 7.08 | 4.37 | 162% |
| Returns for 3 years | 22.12 | 11.38 | 194% |
| Returns for 5 years | 34.60 | 11.72 | 295% |
| Returns for 10 years | 59.06 | 7.29 | 810% |
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