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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
NYLI Balanced Investor Class
Price$31.34
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.37M
BALFX vs MBINX Comparison Chart in %
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BALFX vs. MBINX commentary
Jul 05, 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: 252B vs. MBINX (446M). BALFX pays higher dividends than MBINX: BALFX (1.81) vs MBINX (1.72). 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 : 7.83 vs. MBINX (5.67). BALFX return over 5 years is better than : 41.29 vs. MBINX (15.47).
| 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 | 8.075 | 4.728 | 171% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.81 | 1.72 | 105% |
| Returns for 1 year | 7.83 | 5.67 | 138% |
| Returns for 3 years | 35.03 | 18.05 | 194% |
| Returns for 5 years | 41.29 | 15.47 | 267% |
| Returns for 10 years | 64.94 | 5.70 | 1,139% |