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BALCX vs MBAIX
BALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
BALCX vs MBAIX Comparison Chart in %
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BALCX vs. MBAIX 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 MBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MBAIX (446M). MBAIX pays higher dividends than BALCX: MBAIX (2.14) vs BALCX (1.10). 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 : 9.12 vs. MBAIX (2.29). BALCX return over 5 years is better than : 37.03 vs. MBAIX (12.66).
| BALCX | MBAIX | BALCX / MBAIX | |
| Total Expense Ratio | 1.31 | 0.83 | 158% |
| Annual Report Gross Expense Ratio | 1.31 | 0.83 | 158% |
| Fund Existence | 25 years | 37 years | - |
| Gain YTD | 15.516 | 9.336 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 446M | 60,314% |
| Annual Yield % from dividends | 1.10 | 2.14 | 51% |
| Returns for 1 year | 9.12 | 2.29 | 398% |
| Returns for 3 years | 40.63 | 20.74 | 196% |
| Returns for 5 years | 37.03 | 12.66 | 292% |
| Returns for 10 years | 70.15 | 17.69 | 397% |
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