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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
NYLI Balanced Class R6
Price$30.20
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets424.23M
BALFX vs MBERX Comparison Chart
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BALFX vs. MBERX commentary
Apr 25, 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: 227B vs. MBERX (424M). MBERX pays higher dividends than BALFX: MBERX (2.35) vs BALFX (1.95). BALFX was incepted earlier than MBERX: BALFX (24 years) vs MBERX (7 years). MBERX (0.74) is less costly to investors than BALFX (0.62). MBERX is a more actively managed with annual turnover of: 230.00 vs. BALFX (171.00). MBERX has a lower initial minimum investment than BALFX: MBERX (0) vs BALFX (250). MBERX annual gain was more profitable for investors over the last year : 3.08 vs. BALFX (1.62). BALFX return over 5 years is better than : 32.51 vs. MBERX (20.76).
| BALFX | MBERX | BALFX / MBERX | |
| Total Expense Ratio | 0.62 | 0.74 | 84% |
| Annual Report Gross Expense Ratio | 0.62 | 0.74 | 84% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | -3.792 | 0.163 | -2,332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 424M | 53,538% |
| Annual Yield % from dividends | 1.95 | 2.35 | 83% |
| Returns for 1 year | 1.62 | 3.08 | 53% |
| Returns for 3 years | 11.97 | 9.26 | 129% |
| Returns for 5 years | 32.51 | 20.76 | 157% |
| Returns for 10 years | 43.23 | N/A | - |
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