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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
NYLI Balanced Class R6
Price$31.02
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets435.81M
BALFX vs MBERX Comparison Chart
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BALFX vs. MBERX 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 MBERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 243B vs. MBERX (436M). MBERX pays higher dividends than BALFX: MBERX (2.35) vs BALFX (1.88). BALFX was incepted earlier than MBERX: BALFX (24 years) vs MBERX (7 years). MBERX (0.74) is less costly to investors than BALFX (0.61). MBERX is a more actively managed with annual turnover of: 230.00 vs. BALFX (44.00). MBERX has a lower initial minimum investment than BALFX: MBERX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 7.08 vs. MBERX (4.45). BALFX return over 5 years is better than : 34.60 vs. MBERX (12.13).
| BALFX | MBERX | BALFX / MBERX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 0.74 | 82% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 4.688 | 2.882 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 436M | 55,734% |
| Annual Yield % from dividends | 1.88 | 2.35 | 80% |
| Returns for 1 year | 7.08 | 4.45 | 159% |
| Returns for 3 years | 22.12 | 11.67 | 190% |
| Returns for 5 years | 34.60 | 12.13 | 285% |
| Returns for 10 years | 59.06 | N/A | - |
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