BALFX
Price
$38.37
Change
-$0.56 (-1.44%)
Updated
Feb 3 closing price
Net Assets
269.72B
MBACX
Price
$31.62
Change
-$0.09 (-0.28%)
Updated
Feb 3 closing price
Net Assets
454.38M
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BALFX vs MBACX

Header iconBALFX vs MBACX Comparison
Open Charts BALFX vs MBACXBanner chart's image
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
NYLI Balanced
Price$31.62
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets454.38M
BALFX vs MBACX Comparison Chart in %
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BALFX vs. MBACX commentary
Feb 04, 2026

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 Hold and MBACX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. MBACX (454M). BALFX pays higher dividends than MBACX: BALFX (1.86) vs MBACX (0.92). 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: 201.00 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 : 11.33 vs. MBACX (3.88). BALFX return over 5 years is better than : 35.49 vs. MBACX (-1.32).
BALFXMBACXBALFX / MBACX
Total Expense Ratio0.612.0929%
Annual Report Gross Expense Ratio0.612.2028%
Fund Existence25 years23 years-
Gain YTD2.4571.836134%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets270B454M59,471%
Annual Yield % from dividends1.860.92203%
Returns for 1 year11.333.88292%
Returns for 3 years36.6913.28276%
Returns for 5 years35.49-1.32-2,681%
Returns for 10 years87.9817.84493%
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