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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
BALFX vs MBAIX Comparison Chart
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BALFX vs. MBAIX commentary
Nov 18, 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 StrongBuy and MBAIX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. MBAIX (460M). 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 : 20.84 vs. MBAIX (16.72). BALFX return over 5 years is better than : 34.76 vs. MBAIX (10.71).
| 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 | 13.997 | 10.210 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 460M | 51,304% |
| Annual Yield % from dividends | 2.21 | 2.28 | 97% |
| Returns for 1 year | 20.84 | 16.72 | 125% |
| Returns for 3 years | 10.40 | -8.42 | -123% |
| Returns for 5 years | 34.76 | 10.71 | 324% |
| Returns for 10 years | 50.51 | 2.78 | 1,819% |
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