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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
BALFX vs MBAIX Comparison Chart in %
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BALFX vs. MBAIX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. MBAIX (441M). MBAIX pays higher dividends than BALFX: MBAIX (2.22) vs BALFX (1.81). 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 : 7.03 vs. MBAIX (2.15). BALFX return over 5 years is better than : 38.84 vs. MBAIX (15.61).
| 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 | 8.134 | 4.543 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 441M | 57,143% |
| Annual Yield % from dividends | 1.81 | 2.22 | 82% |
| Returns for 1 year | 7.03 | 2.15 | 327% |
| Returns for 3 years | 36.01 | 20.04 | 180% |
| Returns for 5 years | 38.84 | 15.61 | 249% |
| Returns for 10 years | 62.20 | 9.08 | 685% |
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