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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$37.12
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.84B
BALFX vs MBAIX Comparison Chart in %
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BALFX vs. MBAIX commentary
Aug 12, 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: 254B vs. MBAIX (442M). MBAIX pays higher dividends than BALFX: MBAIX (2.22) vs BALFX (1.79). 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 : 9.56 vs. MBAIX (4.20). BALFX return over 5 years is better than : 36.38 vs. MBAIX (12.96).
| 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 | 8.867 | 5.144 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 442M | 57,466% |
| Annual Yield % from dividends | 1.79 | 2.22 | 81% |
| Returns for 1 year | 9.56 | 4.20 | 228% |
| Returns for 3 years | 28.72 | 13.50 | 213% |
| Returns for 5 years | 36.38 | 12.96 | 281% |
| Returns for 10 years | 64.95 | 9.53 | 681% |
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