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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
NYLI Balanced Class R6
Price$32.25
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets454.38M
BALCX vs MBERX Comparison Chart in %
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BALCX vs. MBERX commentary
Feb 05, 2026
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 Hold and MBERX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. MBERX (454M). MBERX pays higher dividends than BALCX: MBERX (2.27) vs BALCX (1.25). 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: 201.00 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 : 10.51 vs. MBERX (5.35). BALCX return over 5 years is better than : 31.49 vs. MBERX (6.03).
| 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 | 2.396 | 1.960 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 454M | 59,471% |
| Annual Yield % from dividends | 1.25 | 2.27 | 55% |
| Returns for 1 year | 10.51 | 5.35 | 196% |
| Returns for 3 years | 33.72 | 18.10 | 186% |
| Returns for 5 years | 31.49 | 6.03 | 522% |
| Returns for 10 years | 79.52 | N/A | - |
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