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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$35.21
Change+$0.33 (+0.95%)
VolumeN/A
Net Assets239.3B
NYLI Balanced Class R6
Price$31.52
Change+$0.30 (+0.96%)
VolumeN/A
Net Assets447.69M
BALFX vs MBERX Comparison Chart
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BALFX vs. MBERX commentary
Mar 01, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 239B vs. MBERX (448M). MBERX pays higher dividends than BALFX: MBERX (2.37) vs BALFX (2.21). BALFX was incepted earlier than MBERX: BALFX (24 years) vs MBERX (7 years). MBERX is a more actively managed with annual turnover of: 313.00 vs. BALFX (171.00). 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 : 7.72 vs. MBERX (6.19). BALFX return over 5 years is better than : 37.10 vs. MBERX (14.37).
| BALFX | MBERX | BALFX / MBERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.691 | 2.630 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 448M | 53,348% |
| Annual Yield % from dividends | 2.21 | 2.37 | 93% |
| Returns for 1 year | 7.72 | 6.19 | 125% |
| Returns for 3 years | 15.53 | 11.27 | 138% |
| Returns for 5 years | 37.10 | 14.37 | 258% |
| Returns for 10 years | 51.15 | N/A | - |
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