BALFX
Price
$36.18
Change
+$0.33 (+0.92%)
Updated
Nov 5 closing price
MBERX
Price
$32.00
Change
+$0.10 (+0.31%)
Updated
Nov 5 closing price
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BALFX vs MBERX

Header iconBALFX vs MBERX Comparison
Open Charts BALFX vs MBERXBanner chart's image
American Funds American Balanced F1
Price$36.18
Change+$0.33 (+0.92%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Class R6
Price$32.00
Change+$0.10 (+0.31%)
VolumeN/A
CapitalizationN/A
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BALFX vs MBERX Comparison Chart
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VS
BALFX vs. MBERX commentary
Nov 06, 2024

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 StrongBuy and MBERX is a Sell.

FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. MBERX (455M). 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 : 23.82 vs. MBERX (15.87). BALFX return over 5 years is better than : 36.44 vs. MBERX (10.18).
BALFXMBERXBALFX / MBERX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years7 years-
Gain YTD14.2498.771162%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets234B455M51,429%
Annual Yield % from dividends2.212.3793%
Returns for 1 year23.8215.87150%
Returns for 3 years10.77-9.74-111%
Returns for 5 years36.4410.18358%
Returns for 10 years51.94N/A-
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