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BALFX vs NBIAX
BALFX vs NBIAX Comparison
Open Charts BALFX vs NBIAX
American Funds American Balanced F1
Price$38.49
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
Columbia Capital Alloc Mod Agrsv A
Price$12.77
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.78B
BALFX vs NBIAX Comparison Chart in %
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BALFX vs. NBIAX commentary
Sep 18, 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 NBIAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. NBIAX (1.78B). BALFX pays higher dividends than NBIAX: BALFX (1.77) vs NBIAX (1.56). BALFX was incepted earlier than NBIAX: BALFX (25 years) vs NBIAX (29 years). NBIAX (0.99) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. NBIAX (8.00). BALFX has a lower initial minimum investment than NBIAX: BALFX (250) vs NBIAX (2000). BALFX annual gain was more profitable for investors over the last year : 9.29 vs. NBIAX (7.09). BALFX return over 5 years is better than : 42.75 vs. NBIAX (17.37).
| BALFX | NBIAX | BALFX / NBIAX | |
| Total Expense Ratio | 0.61 | 0.99 | 62% |
| Annual Report Gross Expense Ratio | 0.61 | 0.99 | 62% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 12.885 | 10.163 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.78B | 14,750% |
| Annual Yield % from dividends | 1.77 | 1.56 | 113% |
| Returns for 1 year | 9.29 | 7.09 | 131% |
| Returns for 3 years | 42.75 | 36.05 | 119% |
| Returns for 5 years | 42.75 | 17.37 | 246% |
| Returns for 10 years | 78.59 | 25.98 | 303% |
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