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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$38.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
NYLI Balanced Class R6
Price$32.34
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets450.68M
BALFX vs MBERX Comparison Chart in %
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BALFX vs. MBERX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. MBERX (451M). MBERX pays higher dividends than BALFX: MBERX (2.24) vs BALFX (1.77). 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 : 9.51 vs. MBERX (2.81). BALFX return over 5 years is better than : 42.46 vs. MBERX (16.54).
| 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 | 13.207 | 7.886 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 451M | 58,315% |
| Annual Yield % from dividends | 1.77 | 2.24 | 79% |
| Returns for 1 year | 9.51 | 2.81 | 339% |
| Returns for 3 years | 43.16 | 22.99 | 188% |
| Returns for 5 years | 42.46 | 16.54 | 257% |
| Returns for 10 years | 79.10 | N/A | - |
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