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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
NYLI Balanced Investor Class
Price$32.10
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets450.34M
BALCX vs MBINX Comparison Chart in %
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BALCX vs. MBINX commentary
Sep 07, 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 MBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. MBINX (450M). 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 : 9.12 vs. MBINX (3.14). BALCX return over 5 years is better than : 35.50 vs. MBINX (13.46).
| 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 | 10.835 | 7.268 | 149% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 450M | 57,333% |
| Annual Yield % from dividends | 1.16 | 1.68 | 69% |
| Returns for 1 year | 9.12 | 3.14 | 291% |
| Returns for 3 years | 37.20 | 20.14 | 185% |
| Returns for 5 years | 35.50 | 13.46 | 264% |
| Returns for 10 years | 67.85 | 12.36 | 549% |
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