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BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$39.19
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
BALCX vs MBACX Comparison Chart in %
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BALCX vs. MBACX commentary
Nov 14, 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 BALCX is a Buy and MBACX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 268B vs. MBACX (450M). BALCX pays higher dividends than MBACX: BALCX (1.10) vs MBACX (0.88). BALCX was incepted earlier than MBACX: BALCX (25 years) vs MBACX (23 years). MBACX (2.20) is less costly to investors than BALCX (1.31). MBACX is a more actively managed with annual turnover of: 230.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than MBACX: BALCX (250) vs MBACX (1000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. MBACX (0.98). BALCX return over 5 years is better than : 37.03 vs. MBACX (5.46).
| BALCX | MBACX | BALCX / MBACX | |
| Total Expense Ratio | 1.31 | 2.09 | 63% |
| Annual Report Gross Expense Ratio | 1.31 | 2.20 | 60% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 15.516 | 8.147 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 450M | 59,556% |
| Annual Yield % from dividends | 1.10 | 0.88 | 125% |
| Returns for 1 year | 9.12 | 0.98 | 933% |
| Returns for 3 years | 40.63 | 16.20 | 251% |
| Returns for 5 years | 37.03 | 5.46 | 679% |
| Returns for 10 years | 70.15 | 6.82 | 1,029% |
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