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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$36.55
Change+$0.04 (+0.11%)
VolumeN/A
CapitalizationN/A
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BALFX vs MBNAX Comparison Chart
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BALFX vs. MBNAX commentary
Oct 18, 2024
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 StrongBuy and MBNAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 239B vs. MBNAX (465M). 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 : 26.52 vs. MBNAX (18.15). BALFX return over 5 years is better than : 40.82 vs. MBNAX (12.07).
| 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 | 15.418 | 10.184 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 465M | 51,398% |
| Annual Yield % from dividends | 2.21 | 2.06 | 108% |
| Returns for 1 year | 26.52 | 18.15 | 146% |
| Returns for 3 years | 14.57 | -7.08 | -206% |
| Returns for 5 years | 40.82 | 12.07 | 338% |
| Returns for 10 years | 59.79 | 5.78 | 1,034% |
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