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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$36.50
Change+$0.12 (+0.33%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Class R6
Price$32.80
Change+$0.14 (+0.43%)
VolumeN/A
CapitalizationN/A
BALFX vs MBERX Comparison Chart
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BALFX vs. MBERX commentary
Nov 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 238B vs. MBERX (466M). 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 : 21.15 vs. MBERX (17.51). BALFX return over 5 years is better than : 36.63 vs. MBERX (12.93).
| BALFX | MBERX | BALFX / MBERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 15.260 | 11.839 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 466M | 51,073% |
| Annual Yield % from dividends | 2.21 | 2.37 | 93% |
| Returns for 1 year | 21.15 | 17.51 | 121% |
| Returns for 3 years | 12.31 | -6.55 | -188% |
| Returns for 5 years | 36.63 | 12.93 | 283% |
| Returns for 10 years | 51.13 | N/A | - |