Interact to see
Advertisement
Advertisement
BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$37.53
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets256.45B
BALFX vs MBNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MBNAX commentary
Sep 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. MBNAX (449M). MBNAX pays higher dividends than BALFX: MBNAX (1.94) vs BALFX (1.77). BALFX was incepted earlier than MBNAX: BALFX (24 years) vs MBNAX (22 years). MBNAX (1.08) is less costly to investors than BALFX (0.61). MBNAX is a more actively managed with annual turnover of: 230.00 vs. BALFX (44.00). 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 : 8.45 vs. MBNAX (2.42). BALFX return over 5 years is better than : 37.98 vs. MBNAX (14.24).
| BALFX | MBNAX | BALFX / MBNAX | |
| Total Expense Ratio | 0.61 | 1.08 | 56% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 10.069 | 6.875 | 146% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 449M | 57,016% |
| Annual Yield % from dividends | 1.77 | 1.94 | 91% |
| Returns for 1 year | 8.45 | 2.42 | 349% |
| Returns for 3 years | 37.24 | 19.78 | 188% |
| Returns for 5 years | 37.98 | 14.24 | 267% |
| Returns for 10 years | 75.61 | 15.28 | 495% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ECAT | 16.49 | 0.13 | +0.79% |
| BlackRock ESG Capital Allocation Term Trust | |||
| JGH | 13.54 | 0.07 | +0.52% |
| NUVEEN GLOBAL HIGH Income FUND | |||
| FEGE | 42.25 | 0.09 | +0.21% |
| FIRST EAGLE GLOBAL EQUITY ETF | |||
| EEA | 10.47 | -0.02 | -0.19% |
| European Equity Fund (The) | |||
| DIVG | 32.18 | -0.14 | -0.44% |
| Invesco S&P 500 Hi Div Grwrs ETF | |||