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BALCX vs MBINX
BALCX vs MBINX Comparison
Open Charts BALCX vs MBINX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
NYLI Balanced Investor Class
Price$32.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets450.3M
BALCX vs MBINX Comparison Chart in %
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BALCX vs. MBINX commentary
Dec 04, 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 StrongBuy and MBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MBINX (450M). MBINX pays higher dividends than BALCX: MBINX (1.62) vs BALCX (1.08). 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 : 8.45 vs. MBINX (1.06). BALCX return over 5 years is better than : 34.89 vs. MBINX (7.63).
| 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 | 15.810 | 9.247 | 171% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 450M | 59,778% |
| Annual Yield % from dividends | 1.08 | 1.62 | 67% |
| Returns for 1 year | 8.45 | 1.06 | 798% |
| Returns for 3 years | 37.32 | 17.11 | 218% |
| Returns for 5 years | 34.89 | 7.63 | 457% |
| Returns for 10 years | 66.76 | 11.76 | 568% |
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