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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
NYLI Balanced Class R6
Price$31.24
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets439.98M
BALFX vs MBERX Comparison Chart in %
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BALFX vs. MBERX commentary
Jul 18, 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: 251B vs. MBERX (440M). MBERX pays higher dividends than BALFX: MBERX (2.30) vs BALFX (1.81). BALFX was incepted earlier than MBERX: BALFX (24 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 : 5.62 vs. MBERX (1.97). BALFX return over 5 years is better than : 38.50 vs. MBERX (15.69).
| 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 | 8 years | - |
| Gain YTD | 7.870 | 4.216 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 440M | 57,045% |
| Annual Yield % from dividends | 1.81 | 2.30 | 79% |
| Returns for 1 year | 5.62 | 1.97 | 285% |
| Returns for 3 years | 35.15 | 19.35 | 182% |
| Returns for 5 years | 38.50 | 15.69 | 245% |
| Returns for 10 years | 61.80 | N/A | - |
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