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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
NYLI Balanced Investor Class
Price$31.98
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets446.34M
BALCX vs MBINX Comparison Chart in %
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BALCX vs. MBINX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MBINX (446M). MBINX pays higher dividends than BALCX: MBINX (1.66) vs BALCX (1.12). 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 : 7.88 vs. MBINX (0.95). BALCX return over 5 years is better than : 37.80 vs. MBINX (11.52).
| 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 | 13.983 | 7.301 | 192% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.12 | 1.66 | 68% |
| Returns for 1 year | 7.88 | 0.95 | 828% |
| Returns for 3 years | 47.51 | 22.93 | 207% |
| Returns for 5 years | 37.80 | 11.52 | 328% |
| Returns for 10 years | 67.75 | 10.14 | 668% |
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