BALCX
Price
$39.47
Change
+$0.10 (+0.25%)
Updated
Dec 3 closing price
Net Assets
269.37B
MBAIX
Price
$33.00
Change
+$0.29 (+0.89%)
Updated
Dec 3 closing price
Net Assets
453.94M
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BALCX vs MBAIX

Header iconBALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIXBanner chart's image
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
NYLI Balanced
Price$33.00
Change+$0.29 (+0.89%)
VolumeN/A
Net Assets453.94M
BALCX vs MBAIX Comparison Chart in %
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BALCX vs. MBAIX commentary
Dec 04, 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 StrongBuy and MBAIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MBAIX (454M). MBAIX pays higher dividends than BALCX: MBAIX (2.10) vs BALCX (1.08). BALCX was incepted earlier than MBAIX: BALCX (25 years) vs MBAIX (37 years). BALCX (1.31) is less costly to investors than MBAIX (0.83). MBAIX is a more actively managed with annual turnover of: 230.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than MBAIX: BALCX (250) vs MBAIX (1000000). BALCX annual gain was more profitable for investors over the last year : 8.45 vs. MBAIX (1.58). BALCX return over 5 years is better than : 34.89 vs. MBAIX (10.43).
BALCXMBAIXBALCX / MBAIX
Total Expense Ratio1.310.83158%
Annual Report Gross Expense Ratio1.310.83158%
Fund Existence25 years37 years-
Gain YTD15.8109.772162%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets269B454M59,251%
Annual Yield % from dividends1.082.1052%
Returns for 1 year8.451.58536%
Returns for 3 years37.3218.92197%
Returns for 5 years34.8910.43334%
Returns for 10 years66.7615.92419%
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