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BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
BALCX vs MBACX Comparison Chart in %
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BALCX vs. MBACX commentary
Feb 04, 2026
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 Hold and MBACX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. MBACX (454M). BALCX pays higher dividends than MBACX: BALCX (1.25) vs MBACX (0.92). 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: 201.00 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 : 10.51 vs. MBACX (3.88). BALCX return over 5 years is better than : 31.49 vs. MBACX (-1.32).
| 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 | 2.396 | 1.836 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 454M | 59,471% |
| Annual Yield % from dividends | 1.25 | 0.92 | 136% |
| Returns for 1 year | 10.51 | 3.88 | 271% |
| Returns for 3 years | 33.72 | 13.28 | 254% |
| Returns for 5 years | 31.49 | -1.32 | -2,379% |
| Returns for 10 years | 79.52 | 17.84 | 446% |
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