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BALFX vs NBIAX
BALFX vs NBIAX Comparison
Open Charts BALFX vs NBIAX
American Funds American Balanced F1
Price$36.67
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets250.58B
Columbia Capital Alloc Mod Agrsv A
Price$12.08
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.71B
BALFX vs NBIAX Comparison Chart in %
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BALFX vs. NBIAX commentary
Jul 03, 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: 251B vs. NBIAX (1.71B). BALFX pays higher dividends than NBIAX: BALFX (1.81) vs NBIAX (1.62). BALFX was incepted earlier than NBIAX: BALFX (24 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 : 7.89 vs. NBIAX (4.24). BALFX return over 5 years is better than : 40.60 vs. NBIAX (15.58).
| BALFX | NBIAX | BALFX / NBIAX | |
| Total Expense Ratio | 0.61 | 0.99 | 62% |
| Annual Report Gross Expense Ratio | 0.61 | 0.99 | 62% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 7.547 | 3.703 | 204% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 1.71B | 14,713% |
| Annual Yield % from dividends | 1.81 | 1.62 | 112% |
| Returns for 1 year | 7.89 | 4.24 | 186% |
| Returns for 3 years | 34.37 | 27.43 | 125% |
| Returns for 5 years | 40.60 | 15.58 | 261% |
| Returns for 10 years | 63.87 | 13.55 | 471% |
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