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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
NYLI Balanced Investor Class
Price$30.88
Change-$0.20 (-0.64%)
VolumeN/A
Net Assets438.56M
BALFX vs MBINX Comparison Chart
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BALFX vs. MBINX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 244B vs. MBINX (439M). BALFX pays higher dividends than MBINX: BALFX (1.88) 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 (0.61). MBINX is a more actively managed with annual turnover of: 230.00 vs. BALFX (44.00). 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 : 5.26 vs. MBINX (4.15). BALFX return over 5 years is better than : 38.20 vs. MBINX (13.42).
| BALFX | MBINX | BALFX / MBINX | |
| Total Expense Ratio | 0.61 | 1.34 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.45 | 42% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 4.438 | 2.741 | 162% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 439M | 55,581% |
| Annual Yield % from dividends | 1.88 | 1.76 | 107% |
| Returns for 1 year | 5.26 | 4.15 | 127% |
| Returns for 3 years | 32.52 | 17.94 | 181% |
| Returns for 5 years | 38.20 | 13.42 | 285% |
| Returns for 10 years | 57.60 | 2.93 | 1,968% |
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