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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
BALFX vs MBACX Comparison Chart in %
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BALFX vs. MBACX commentary
Oct 19, 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 MBACX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. MBACX (446M). BALFX pays higher dividends than MBACX: BALFX (1.72) vs MBACX (0.88). BALFX was incepted earlier than MBACX: BALFX (25 years) vs MBACX (23 years). MBACX (2.20) is less costly to investors than BALFX (0.61). MBACX is a more actively managed with annual turnover of: 230.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than MBACX: BALFX (250) vs MBACX (1000). BALFX annual gain was more profitable for investors over the last year : 8.67 vs. MBACX (0.12). BALFX return over 5 years is better than : 41.92 vs. MBACX (7.10).
| BALFX | MBACX | BALFX / MBACX | |
| Total Expense Ratio | 0.61 | 2.09 | 29% |
| Annual Report Gross Expense Ratio | 0.61 | 2.20 | 28% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 14.603 | 6.659 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.72 | 0.88 | 196% |
| Returns for 1 year | 8.67 | 0.12 | 7,176% |
| Returns for 3 years | 50.44 | 20.14 | 250% |
| Returns for 5 years | 41.92 | 7.10 | 590% |
| Returns for 10 years | 75.26 | 3.70 | 2,037% |
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