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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
NYLI Balanced Class R6
Price$32.38
Change-$0.23 (-0.71%)
VolumeN/A
Net Assets446.12M
BALCX vs MBERX Comparison Chart in %
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BALCX vs. MBERX 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 MBERX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MBERX (446M). MBERX pays higher dividends than BALCX: MBERX (2.23) vs BALCX (1.10). 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 : 7.94 vs. MBERX (1.62). BALCX return over 5 years is better than : 35.35 vs. MBERX (12.36).
| 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 | 14.101 | 8.626 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 446M | 60,314% |
| Annual Yield % from dividends | 1.10 | 2.23 | 50% |
| Returns for 1 year | 7.94 | 1.62 | 488% |
| Returns for 3 years | 39.68 | 20.89 | 190% |
| Returns for 5 years | 35.35 | 12.36 | 286% |
| Returns for 10 years | 66.50 | N/A | - |
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