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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$35.64
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
BALFX vs MBNAX Comparison Chart
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BALFX vs. MBNAX commentary
Jun 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: 242B vs. MBNAX (436M). MBNAX pays higher dividends than BALFX: MBNAX (2.03) vs BALFX (1.88). BALFX was incepted earlier than MBNAX: BALFX (24 years) vs MBNAX (21 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 : 7.74 vs. MBNAX (3.59). BALFX return over 5 years is better than : 35.95 vs. MBNAX (12.05).
| 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 | 21 years | - |
| Gain YTD | 4.220 | 2.444 | 173% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 436M | 55,505% |
| Annual Yield % from dividends | 1.88 | 2.03 | 93% |
| Returns for 1 year | 7.74 | 3.59 | 216% |
| Returns for 3 years | 22.45 | 11.06 | 203% |
| Returns for 5 years | 35.95 | 12.05 | 298% |
| Returns for 10 years | 57.78 | 4.50 | 1,284% |
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