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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
BALFX vs MBNAX Comparison Chart
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BALFX vs. MBNAX commentary
Feb 23, 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 Hold and MBNAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. MBNAX (450M). 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 : 9.19 vs. MBNAX (6.11). BALFX return over 5 years is better than : 29.96 vs. MBNAX (5.63).
| 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 | 2.886 | 2.841 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 450M | 53,778% |
| Annual Yield % from dividends | 2.21 | 2.06 | 108% |
| Returns for 1 year | 9.19 | 6.11 | 150% |
| Returns for 3 years | 17.52 | 10.12 | 173% |
| Returns for 5 years | 29.96 | 5.63 | 533% |
| Returns for 10 years | 52.44 | 3.22 | 1,627% |
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