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BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
BALCX vs MBACX Comparison Chart in %
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BALCX vs. MBACX commentary
Jul 06, 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: 252B vs. MBACX (446M). BALCX pays higher dividends than MBACX: BALCX (1.19) vs MBACX (0.93). BALCX was incepted earlier than MBACX: BALCX (24 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 : 7.03 vs. MBACX (4.83). BALCX return over 5 years is better than : 37.14 vs. MBACX (11.06).
| BALCX | MBACX | BALCX / MBACX | |
| Total Expense Ratio | 1.31 | 2.09 | 63% |
| Annual Report Gross Expense Ratio | 1.31 | 2.20 | 60% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 7.684 | 4.346 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.19 | 0.93 | 128% |
| Returns for 1 year | 7.03 | 4.83 | 145% |
| Returns for 3 years | 32.51 | 15.37 | 212% |
| Returns for 5 years | 37.14 | 11.06 | 336% |
| Returns for 10 years | 58.16 | -0.37 | -15,659% |
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