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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BALFX vs MBACX Comparison Chart in %
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BALFX vs. MBACX commentary
Jul 06, 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: 252B vs. MBACX (446M). 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 : 7.83 vs. MBACX (4.83). BALFX return over 5 years is better than : 41.29 vs. MBACX (11.06).
| 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 | 8.075 | 4.346 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.81 | 0.93 | 195% |
| Returns for 1 year | 7.83 | 4.83 | 162% |
| Returns for 3 years | 35.03 | 15.37 | 228% |
| Returns for 5 years | 41.29 | 11.06 | 373% |
| Returns for 10 years | 64.94 | -0.37 | -17,486% |
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