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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Investor Class
Price$32.16
Change-$0.07 (-0.22%)
VolumeN/A
CapitalizationN/A
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BALFX vs MBINX Comparison Chart
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BALFX vs. MBINX commentary
Sep 21, 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 StrongBuy and MBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. MBINX (465M). 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 : 24.37 vs. MBINX (15.82). BALFX return over 5 years is better than : 38.99 vs. MBINX (9.72).
| 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 | 13.997 | 9.183 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 465M | 50,753% |
| Annual Yield % from dividends | 2.21 | 1.81 | 122% |
| Returns for 1 year | 24.37 | 15.82 | 154% |
| Returns for 3 years | 14.75 | -6.51 | -227% |
| Returns for 5 years | 38.99 | 9.72 | 401% |
| Returns for 10 years | 53.86 | 1.44 | 3,749% |
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