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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$38.93
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
NYLI Balanced Investor Class
Price$32.23
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets450.96M
BALFX vs MBINX Comparison Chart in %
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BALFX vs. MBINX commentary
Oct 06, 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: 266B vs. MBINX (451M). BALFX (1.72) and MBINX (1.66) have matching dividends . BALFX was incepted earlier than MBINX: BALFX (25 years) vs MBINX (18 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 : 9.82 vs. MBINX (2.66). BALFX return over 5 years is better than : 44.87 vs. MBINX (14.86).
| BALFX | MBINX | BALFX / MBINX | |
| Total Expense Ratio | 0.61 | 1.34 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.45 | 42% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 14.486 | 8.140 | 178% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 451M | 58,980% |
| Annual Yield % from dividends | 1.72 | 1.66 | 104% |
| Returns for 1 year | 9.82 | 2.66 | 369% |
| Returns for 3 years | 47.11 | 22.68 | 208% |
| Returns for 5 years | 44.87 | 14.86 | 302% |
| Returns for 10 years | 78.42 | 12.58 | 623% |
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