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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
NYLI Balanced Investor Class
Price$31.59
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets445.66M
BALCX vs MBINX Comparison Chart in %
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BALCX vs. MBINX commentary
Aug 17, 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: 256B vs. MBINX (446M). MBINX pays higher dividends than BALCX: MBINX (1.72) vs BALCX (1.18). BALCX was incepted earlier than MBINX: BALCX (24 years) vs MBINX (17 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 : 7.16 vs. MBINX (2.70). BALCX return over 5 years is better than : 33.87 vs. MBINX (11.32).
| BALCX | MBINX | BALCX / MBINX | |
| Total Expense Ratio | 1.31 | 1.34 | 98% |
| Annual Report Gross Expense Ratio | 1.31 | 1.45 | 90% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 9.274 | 5.564 | 167% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.18 | 1.72 | 69% |
| Returns for 1 year | 7.16 | 2.70 | 265% |
| Returns for 3 years | 27.12 | 12.19 | 223% |
| Returns for 5 years | 33.87 | 11.32 | 299% |
| Returns for 10 years | 59.19 | 6.29 | 942% |
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