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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$36.70
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
BALFX vs MBNAX Comparison Chart in %
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BALFX vs. MBNAX commentary
Jul 16, 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: 252B vs. MBNAX (444M). MBNAX pays higher dividends than BALFX: MBNAX (1.99) vs BALFX (1.81). 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 : 5.96 vs. MBNAX (2.23). BALFX return over 5 years is better than : 38.44 vs. MBNAX (13.58).
| 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 | 7.635 | 3.629 | 210% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 444M | 56,757% |
| Annual Yield % from dividends | 1.81 | 1.99 | 91% |
| Returns for 1 year | 5.96 | 2.23 | 267% |
| Returns for 3 years | 34.86 | 17.67 | 197% |
| Returns for 5 years | 38.44 | 13.58 | 283% |
| Returns for 10 years | 61.45 | 5.93 | 1,036% |
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