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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$35.05
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Investor Class
Price$30.58
Change-$0.16 (-0.52%)
VolumeN/A
CapitalizationN/A
BALFX vs MBINX Comparison Chart
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BALFX vs. MBINX commentary
Dec 19, 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 Hold and MBINX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 230B vs. MBINX (452M). BALFX pays higher dividends than MBINX: BALFX (2.21) vs MBINX (1.81). BALFX was incepted earlier than MBINX: BALFX (24 years) vs MBINX (17 years). MBINX is a more actively managed with annual turnover of: 313.00 vs. BALFX (171.00). BALFX has a lower initial minimum investment than MBINX: BALFX (250) vs MBINX (1000). BALFX annual gain was more profitable for investors over the last year : 12.54 vs. MBINX (5.54). BALFX return over 5 years is better than : 32.57 vs. MBINX (4.22).
| BALFX | MBINX | BALFX / MBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 11.522 | 4.439 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 452M | 50,885% |
| Annual Yield % from dividends | 2.21 | 1.81 | 122% |
| Returns for 1 year | 12.54 | 5.54 | 227% |
| Returns for 3 years | 11.70 | 6.70 | 175% |
| Returns for 5 years | 32.57 | 4.22 | 772% |
| Returns for 10 years | 46.34 | 1.83 | 2,538% |
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