BALFX
Price
$39.71
Change
+$0.08 (+0.20%)
Updated
Dec 2 closing price
Net Assets
271.11B
MBACX
Price
$32.10
Change
+$0.01 (+0.03%)
Updated
Dec 2 closing price
Net Assets
450.3M
Interact to see
Advertisement

BALFX vs MBACX

Header iconBALFX vs MBACX Comparison
Open Charts BALFX vs MBACXBanner chart's image
American Funds American Balanced F1
Price$39.71
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets271.11B
NYLI Balanced
Price$32.10
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets450.3M
BALFX vs MBACX Comparison Chart in %
View a ticker or compare two or three
VS
BALFX vs. MBACX commentary
Dec 04, 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 StrongBuy and MBACX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 271B vs. MBACX (450M). BALFX pays higher dividends than MBACX: BALFX (1.67) vs MBACX (0.86). 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 : 9.26 vs. MBACX (0.26). BALFX return over 5 years is better than : 38.94 vs. MBACX (3.36).
BALFXMBACXBALFX / MBACX
Total Expense Ratio0.612.0929%
Annual Report Gross Expense Ratio0.612.2028%
Fund Existence25 years23 years-
Gain YTD16.5448.485195%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets271B450M60,222%
Annual Yield % from dividends1.670.86193%
Returns for 1 year9.260.263,580%
Returns for 3 years40.1214.43278%
Returns for 5 years38.943.361,160%
Returns for 10 years74.265.211,426%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
EFSCP19.610.58
+3.05%
Enterprise Financial Services Corp
KVYO28.710.55
+1.95%
Klaviyo
USNA19.840.24
+1.22%
USANA Health Sciences
ENOV29.380.02
+0.07%
Enovis Corp
FKWL4.55-0.01
-0.22%
Franklin Wireless Corp