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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
NYLI Balanced Investor Class
Price$32.10
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets449.4M
BALFX vs MBINX Comparison Chart in %
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BALFX vs. MBINX commentary
Sep 08, 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: 259B vs. MBINX (449M). BALFX pays higher dividends than MBINX: BALFX (1.77) vs MBINX (1.68). 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 : 9.94 vs. MBINX (2.98). BALFX return over 5 years is better than : 39.60 vs. MBINX (13.28).
| 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 | 11.360 | 7.101 | 160% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.77 | 1.68 | 105% |
| Returns for 1 year | 9.94 | 2.98 | 334% |
| Returns for 3 years | 39.77 | 19.95 | 199% |
| Returns for 5 years | 39.60 | 13.28 | 298% |
| Returns for 10 years | 75.07 | 12.19 | 616% |
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