BALFX
Price
$37.61
Change
+$0.13 (+0.35%)
Updated
Dec 24 closing price
Net Assets
269.37B
MBAIX
Price
$31.81
Change
+$0.07 (+0.22%)
Updated
Dec 24 closing price
Net Assets
455.2M
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BALFX vs MBAIX

Header iconBALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIXBanner chart's image
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
NYLI Balanced
Price$31.81
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets455.2M
BALFX vs MBAIX Comparison Chart in %
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BALFX vs. MBAIX commentary
Dec 26, 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 MBAIX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MBAIX (455M). MBAIX pays higher dividends than BALFX: MBAIX (2.10) vs BALFX (1.67). BALFX was incepted earlier than MBAIX: BALFX (25 years) vs MBAIX (37 years). MBAIX (0.83) is less costly to investors than BALFX (0.61). MBAIX is a more actively managed with annual turnover of: 230.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than MBAIX: BALFX (250) vs MBAIX (1000000). BALFX annual gain was more profitable for investors over the last year : 9.14 vs. MBAIX (6.29). BALFX return over 5 years is better than : 34.52 vs. MBAIX (7.46).
BALFXMBAIXBALFX / MBAIX
Total Expense Ratio0.610.8373%
Annual Report Gross Expense Ratio0.610.8373%
Fund Existence25 years37 years-
Gain YTD10.6046.785156%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets269B455M59,121%
Annual Yield % from dividends1.672.1080%
Returns for 1 year9.146.29145%
Returns for 3 years37.5418.88199%
Returns for 5 years34.527.46463%
Returns for 10 years73.5220.70355%
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