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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
BALFX vs MBACX Comparison Chart
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BALFX vs. MBACX commentary
Jun 16, 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: 244B vs. MBACX (439M). BALFX pays higher dividends than MBACX: BALFX (1.88) vs MBACX (0.97). BALFX was incepted earlier than MBACX: BALFX (24 years) vs MBACX (22 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 : 5.26 vs. MBACX (3.32). BALFX return over 5 years is better than : 38.20 vs. MBACX (9.24).
| BALFX | MBACX | BALFX / MBACX | |
| Total Expense Ratio | 0.61 | 2.09 | 29% |
| Annual Report Gross Expense Ratio | 0.61 | 2.20 | 28% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 4.438 | 2.383 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 439M | 55,581% |
| Annual Yield % from dividends | 1.88 | 0.97 | 194% |
| Returns for 1 year | 5.26 | 3.32 | 158% |
| Returns for 3 years | 32.52 | 15.24 | 213% |
| Returns for 5 years | 38.20 | 9.24 | 414% |
| Returns for 10 years | 57.60 | -2.87 | -2,004% |
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