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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
NYLI Balanced Class R6
Price$30.31
Change-$0.70 (-2.26%)
VolumeN/A
Net Assets443.15M
BALFX vs MBERX Comparison Chart
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BALFX vs. MBERX commentary
Apr 04, 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: 235B vs. MBERX (443M). 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 : 2.03 vs. BALFX (1.33). BALFX return over 5 years is better than : 45.99 vs. MBERX (32.19).
| 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 | -2.155 | 0.527 | -408% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 443M | 53,047% |
| Annual Yield % from dividends | 1.95 | 2.35 | 83% |
| Returns for 1 year | 1.33 | 2.03 | 66% |
| Returns for 3 years | 9.14 | 7.63 | 120% |
| Returns for 5 years | 45.99 | 32.19 | 143% |
| Returns for 10 years | 47.77 | N/A | - |
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