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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
BALFX vs MBNAX Comparison Chart
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BALFX vs. MBNAX commentary
Apr 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 Hold and MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. MBNAX (443M). MBNAX (2.03) and BALFX (1.95) have matching dividends . BALFX was incepted earlier than MBNAX: BALFX (24 years) vs MBNAX (21 years). MBNAX (1.08) is less costly to investors than BALFX (0.62). MBNAX is a more actively managed with annual turnover of: 230.00 vs. BALFX (171.00). BALFX has a lower initial minimum investment than MBNAX: BALFX (250) vs MBNAX (15000). MBNAX annual gain was more profitable for investors over the last year : 1.67 vs. BALFX (1.33). BALFX return over 5 years is better than : 45.99 vs. MBNAX (30.12).
| BALFX | MBNAX | BALFX / MBNAX | |
| Total Expense Ratio | 0.62 | 1.08 | 57% |
| Annual Report Gross Expense Ratio | 0.62 | 1.08 | 57% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | -2.155 | 0.445 | -484% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 443M | 53,047% |
| Annual Yield % from dividends | 1.95 | 2.03 | 96% |
| Returns for 1 year | 1.33 | 1.67 | 80% |
| Returns for 3 years | 9.14 | 6.51 | 140% |
| Returns for 5 years | 45.99 | 30.12 | 153% |
| Returns for 10 years | 47.77 | 1.20 | 3,992% |
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