Interact to see
Advertisement
Advertisement
BALFX vs MACPX
BALFX vs MACPX Comparison
Open Charts BALFX vs MACPX
American Funds American Balanced F1
Price$38.12
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
BlackRock Balanced Institutional
Price$27.67
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets1.72B
BALFX vs MACPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MACPX commentary
Sep 09, 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: 259B vs. MACPX (1.72B). MACPX pays higher dividends than BALFX: MACPX (2.70) vs BALFX (1.77). BALFX was incepted earlier than MACPX: BALFX (25 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: 101.00 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 : 9.94 vs. MACPX (5.89). BALFX return over 5 years is better than : 39.60 vs. MACPX (21.61).
| BALFX | MACPX | BALFX / MACPX | |
| Total Expense Ratio | 0.61 | 0.54 | 113% |
| Annual Report Gross Expense Ratio | 0.61 | 0.56 | 109% |
| Fund Existence | 25 years | 52 years | - |
| Gain YTD | 11.360 | 7.814 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.72B | 15,093% |
| Annual Yield % from dividends | 1.77 | 2.70 | 65% |
| Returns for 1 year | 9.94 | 5.89 | 169% |
| Returns for 3 years | 39.77 | 38.41 | 104% |
| Returns for 5 years | 39.60 | 21.61 | 183% |
| Returns for 10 years | 75.07 | 40.04 | 188% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement