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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
NYLI Balanced Investor Class
Price$32.08
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets454.38M
BALCX vs MBINX Comparison Chart in %
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BALCX vs. MBINX 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 MBINX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. MBINX (454M). MBINX pays higher dividends than BALCX: MBINX (1.71) vs BALCX (1.25). 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: 201.00 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 : 10.51 vs. MBINX (4.71). BALCX return over 5 years is better than : 31.49 vs. MBINX (2.82).
| 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 | 2.396 | 1.906 | 126% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 454M | 59,471% |
| Annual Yield % from dividends | 1.25 | 1.71 | 73% |
| Returns for 1 year | 10.51 | 4.71 | 223% |
| Returns for 3 years | 33.72 | 16.00 | 211% |
| Returns for 5 years | 31.49 | 2.82 | 1,117% |
| Returns for 10 years | 79.52 | 25.35 | 314% |
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