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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
BALFX vs MBNAX Comparison Chart
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BALFX vs. MBNAX commentary
Dec 19, 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 Hold and MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B 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 : 12.54 vs. MBNAX (5.79). BALFX return over 5 years is better than : 32.57 vs. MBNAX (5.40).
| 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 | 11.522 | 4.726 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 450M | 53,556% |
| Annual Yield % from dividends | 2.21 | 2.06 | 108% |
| Returns for 1 year | 12.54 | 5.79 | 217% |
| Returns for 3 years | 11.70 | 7.53 | 155% |
| Returns for 5 years | 32.57 | 5.40 | 603% |
| Returns for 10 years | 46.34 | 3.44 | 1,345% |
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