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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
NYLI Balanced Investor Class
Price$32.04
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets446.96M
BALCX vs MBINX Comparison Chart in %
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BALCX vs. MBINX commentary
Sep 28, 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 Hold and MBINX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. MBINX (447M). MBINX pays higher dividends than BALCX: MBINX (1.68) vs BALCX (1.16). BALCX was incepted earlier than MBINX: BALCX (25 years) vs MBINX (18 years). MBINX (1.45) is less costly to investors than BALCX (1.31). MBINX is a more actively managed with annual turnover of: 230.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than MBINX: BALCX (250) vs MBINX (1000). BALCX annual gain was more profitable for investors over the last year : 7.28 vs. MBINX (1.44). BALCX return over 5 years is better than : 40.11 vs. MBINX (15.50).
| BALCX | MBINX | BALCX / MBINX | |
| Total Expense Ratio | 1.31 | 1.34 | 98% |
| Annual Report Gross Expense Ratio | 1.31 | 1.45 | 90% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 12.568 | 7.068 | 178% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 447M | 58,837% |
| Annual Yield % from dividends | 1.16 | 1.68 | 69% |
| Returns for 1 year | 7.28 | 1.44 | 505% |
| Returns for 3 years | 48.24 | 26.69 | 181% |
| Returns for 5 years | 40.11 | 15.50 | 259% |
| Returns for 10 years | 74.67 | 15.31 | 488% |