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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
BALFX vs MBACX Comparison Chart in %
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BALFX vs. MBACX commentary
Jul 28, 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: 254B vs. MBACX (447M). BALFX pays higher dividends than MBACX: BALFX (1.81) vs MBACX (0.93). BALFX was incepted earlier than MBACX: BALFX (24 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 : 10.22 vs. MBACX (3.19). BALFX return over 5 years is better than : 39.48 vs. MBACX (9.28).
| 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 | 23 years | - |
| Gain YTD | 9.013 | 4.987 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 447M | 56,823% |
| Annual Yield % from dividends | 1.81 | 0.93 | 195% |
| Returns for 1 year | 10.22 | 3.19 | 320% |
| Returns for 3 years | 34.66 | 14.26 | 243% |
| Returns for 5 years | 39.48 | 9.28 | 425% |
| Returns for 10 years | 64.97 | 1.08 | 6,013% |
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