Ad is loading...
BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
BALFX vs MBNAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MBNAX commentary
Jan 19, 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 MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. MBNAX (451M). BALFX pays higher dividends than MBNAX: BALFX (2.21) vs MBNAX (2.06). BALFX was incepted earlier than MBNAX: BALFX (24 years) vs MBNAX (21 years). MBNAX is a more actively managed with annual turnover of: 313.00 vs. BALFX (171.00). BALFX has a lower initial minimum investment than MBNAX: BALFX (250) vs MBNAX (15000). BALFX annual gain was more profitable for investors over the last year : 12.25 vs. MBNAX (7.54). BALFX return over 5 years is better than : 29.72 vs. MBNAX (5.22).
| BALFX | MBNAX | BALFX / MBNAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 1.953 | 2.379 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 451M | 53,215% |
| Annual Yield % from dividends | 2.21 | 2.06 | 108% |
| Returns for 1 year | 12.25 | 7.54 | 163% |
| Returns for 3 years | 12.28 | 7.22 | 170% |
| Returns for 5 years | 29.72 | 5.22 | 569% |
| Returns for 10 years | 55.85 | 5.45 | 1,026% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BIAWX | 55.82 | 0.69 | +1.25% |
| Brown Advisory Sustainable Growth Inv | |||
| BCVCX | 29.72 | 0.19 | +0.64% |
| Sterling Capital Behav Lg Cp Val Eq C | |||
| RGECX | 9.87 | 0.06 | +0.61% |
| Russell Inv Global Equity C | |||
| HNDRX | 78.28 | 0.40 | +0.51% |
| Horizon Defined Risk Investor | |||
| SLAPX | 22.88 | -0.02 | -0.09% |
| DWS Latin America Equity C | |||