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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$39.35
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
NYLI Balanced Class R6
Price$31.75
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets454.94M
BALCX vs MBERX Comparison Chart in %
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BALCX vs. MBERX commentary
Dec 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 StrongBuy and MBERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MBERX (455M). MBERX pays higher dividends than BALCX: MBERX (2.17) vs BALCX (1.08). BALCX was incepted earlier than MBERX: BALCX (25 years) vs MBERX (8 years). BALCX (1.31) is less costly to investors than MBERX (0.74). MBERX is a more actively managed with annual turnover of: 230.00 vs. BALCX (44.00). MBERX has a lower initial minimum investment than BALCX: MBERX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 9.79 vs. MBERX (4.28). BALCX return over 5 years is better than : 36.51 vs. MBERX (8.70).
| BALCX | MBERX | BALCX / MBERX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 17.432 | 6.882 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 455M | 59,121% |
| Annual Yield % from dividends | 1.08 | 2.17 | 50% |
| Returns for 1 year | 9.79 | 4.28 | 229% |
| Returns for 3 years | 40.91 | 17.71 | 231% |
| Returns for 5 years | 36.51 | 8.70 | 420% |
| Returns for 10 years | 72.83 | N/A | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TOUS | 34.72 | 0.16 | +0.46% |
| T. Rowe Price International Equity ETF | |||
| PRIV | 25.48 | N/A | +0.02% |
| SPDR SSGA Apollo IG Public & Private Credit ETF | |||
| VMAX | 54.08 | N/A | N/A |
| Hartford US Value ETF | |||
| SDFI | 35.84 | N/A | N/A |
| AB Short Duration Income ETF | |||
| MUE | 10.02 | -0.02 | -0.20% |
| Blackrock Muniholdings Quality Fund II | |||