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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$34.76
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
BALFX vs MBAIX Comparison Chart
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BALFX vs. MBAIX commentary
Dec 25, 2024
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: 238B vs. MBAIX (445M). 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 : 10.67 vs. MBAIX (4.43). BALFX return over 5 years is better than : 30.47 vs. MBAIX (5.20).
| 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 | 10.181 | 3.905 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 445M | 53,483% |
| Annual Yield % from dividends | 2.21 | 2.28 | 97% |
| Returns for 1 year | 10.67 | 4.43 | 241% |
| Returns for 3 years | 9.00 | 6.05 | 149% |
| Returns for 5 years | 30.47 | 5.20 | 586% |
| Returns for 10 years | 51.85 | 3.55 | 1,461% |
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