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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$38.67
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
NYLI Balanced Class R6
Price$32.15
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets441.18M
BALFX vs MBERX Comparison Chart in %
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BALFX vs. MBERX commentary
Nov 20, 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 Hold and MBERX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 264B vs. MBERX (441M). MBERX pays higher dividends than BALFX: MBERX (2.23) vs BALFX (1.70). BALFX was incepted earlier than MBERX: BALFX (25 years) vs MBERX (8 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 : 8.79 vs. MBERX (1.34). BALFX return over 5 years is better than : 37.92 vs. MBERX (10.90).
| BALFX | MBERX | BALFX / MBERX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 0.74 | 82% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 13.721 | 7.855 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 441M | 59,864% |
| Annual Yield % from dividends | 1.70 | 2.23 | 76% |
| Returns for 1 year | 8.79 | 1.34 | 657% |
| Returns for 3 years | 40.54 | 19.58 | 207% |
| Returns for 5 years | 37.92 | 10.90 | 348% |
| Returns for 10 years | 70.45 | N/A | - |
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