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BALFX vs MACPX
BALFX vs MACPX Comparison
Open Charts BALFX vs MACPX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
BlackRock Balanced Institutional
Price$27.32
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets1.7B
BALFX vs MACPX Comparison Chart in %
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BALFX vs. MACPX 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 BALFX is a Buy and MACPX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. MACPX (1.7B). MACPX pays higher dividends than BALFX: MACPX (2.77) vs BALFX (1.79). BALFX was incepted earlier than MACPX: BALFX (24 years) vs MACPX (52 years). BALFX (0.61) is less costly to investors than MACPX (0.56). MACPX is a more actively managed with annual turnover of: 127.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than MACPX: BALFX (250) vs MACPX (2000000). BALFX annual gain was more profitable for investors over the last year : 7.95 vs. MACPX (5.76). BALFX return over 5 years is better than : 37.91 vs. MACPX (21.96).
| BALFX | MACPX | BALFX / MACPX | |
| Total Expense Ratio | 0.61 | 0.54 | 113% |
| Annual Report Gross Expense Ratio | 0.61 | 0.56 | 109% |
| Fund Existence | 24 years | 52 years | - |
| Gain YTD | 9.747 | 6.875 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.7B | 15,023% |
| Annual Yield % from dividends | 1.79 | 2.77 | 65% |
| Returns for 1 year | 7.95 | 5.76 | 138% |
| Returns for 3 years | 29.46 | 27.93 | 105% |
| Returns for 5 years | 37.91 | 21.96 | 173% |
| Returns for 10 years | 66.08 | 33.64 | 196% |
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