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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
NYLI Balanced Investor Class
Price$29.87
Change+$1.11 (+3.86%)
VolumeN/A
Net Assets426.77M
BALFX vs MBINX Comparison Chart
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BALFX vs. MBINX commentary
Apr 11, 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 MBINX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 217B vs. MBINX (427M). BALFX pays higher dividends than MBINX: BALFX (1.95) vs MBINX (1.76). BALFX was incepted earlier than MBINX: BALFX (24 years) vs MBINX (17 years). MBINX (1.45) is less costly to investors than BALFX (0.62). MBINX is a more actively managed with annual turnover of: 230.00 vs. BALFX (171.00). BALFX has a lower initial minimum investment than MBINX: BALFX (250) vs MBINX (1000). MBINX annual gain was more profitable for investors over the last year : -3.29 vs. BALFX (-3.61). BALFX return over 5 years is better than : 30.02 vs. MBINX (11.64).
| BALFX | MBINX | BALFX / MBINX | |
| Total Expense Ratio | 0.62 | 1.34 | 46% |
| Annual Report Gross Expense Ratio | 0.62 | 1.45 | 43% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -6.950 | -4.313 | 161% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 427M | 50,820% |
| Annual Yield % from dividends | 1.95 | 1.76 | 111% |
| Returns for 1 year | -3.61 | -3.29 | 110% |
| Returns for 3 years | 4.96 | 0.92 | 540% |
| Returns for 5 years | 30.02 | 11.64 | 258% |
| Returns for 10 years | 39.80 | -5.12 | -777% |
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