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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
NYLI Balanced Investor Class
Price$31.12
Change-$0.22 (-0.70%)
VolumeN/A
Net Assets452.81M
BALFX vs MBINX Comparison Chart
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BALFX vs. MBINX commentary
Feb 22, 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: 245B vs. MBINX (453M). 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 : 11.81 vs. MBINX (7.00). BALFX return over 5 years is better than : 31.58 vs. MBINX (5.18).
| 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 | 4.169 | 3.501 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 453M | 54,084% |
| Annual Yield % from dividends | 2.21 | 1.81 | 122% |
| Returns for 1 year | 11.81 | 7.00 | 169% |
| Returns for 3 years | 18.12 | 9.43 | 192% |
| Returns for 5 years | 31.58 | 5.18 | 609% |
| Returns for 10 years | 55.08 | 2.45 | 2,251% |