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BALCX vs MBAIX
BALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIX
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
BALCX vs MBAIX Comparison Chart in %
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BALCX vs. MBAIX commentary
Dec 26, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MBAIX (455M). 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 : 8.54 vs. MBAIX (6.29). BALCX return over 5 years is better than : 30.78 vs. MBAIX (7.46).
| 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 | 10.004 | 6.785 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 455M | 59,121% |
| Annual Yield % from dividends | 1.08 | 2.10 | 52% |
| Returns for 1 year | 8.54 | 6.29 | 136% |
| Returns for 3 years | 34.84 | 18.88 | 185% |
| Returns for 5 years | 30.78 | 7.46 | 413% |
| Returns for 10 years | 66.04 | 20.70 | 319% |
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