Ad is loading...
BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
NYLI Balanced Investor Class
Price$30.99
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets450.78M
BALFX vs MBINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MBINX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. MBINX (451M). 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 : 12.25 vs. MBINX (7.24). BALFX return over 5 years is better than : 29.72 vs. MBINX (4.04).
| 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 | 1.953 | 2.345 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 451M | 53,215% |
| Annual Yield % from dividends | 2.21 | 1.81 | 122% |
| Returns for 1 year | 12.25 | 7.24 | 169% |
| Returns for 3 years | 12.28 | 6.37 | 193% |
| Returns for 5 years | 29.72 | 4.04 | 735% |
| Returns for 10 years | 55.85 | 3.76 | 1,485% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PGLOX | 17.57 | 0.16 | +0.92% |
| T. Rowe Price Global Consumer | |||
| PJERX | 13.66 | 0.08 | +0.59% |
| PGIM Jennison Global Equity Income R | |||
| AIVGX | 16.55 | 0.01 | +0.06% |
| American Funds International Vntg F-3 | |||
| OEQAX | 7.28 | N/A | N/A |
| Oaktree Emerging Markets Equity A | |||
| PLGJX | 9.91 | N/A | N/A |
| Principal LargeCap Growth I J | |||