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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BALFX vs MBAIX Comparison Chart in %
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BALFX vs. MBAIX commentary
Jul 07, 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 MBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. MBAIX (446M). MBAIX pays higher dividends than BALFX: MBAIX (2.22) vs BALFX (1.81). BALFX was incepted earlier than MBAIX: BALFX (24 years) vs MBAIX (36 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 : 7.83 vs. MBAIX (6.23). BALFX return over 5 years is better than : 41.29 vs. MBAIX (18.33).
| BALFX | MBAIX | BALFX / MBAIX | |
| Total Expense Ratio | 0.61 | 0.83 | 73% |
| Annual Report Gross Expense Ratio | 0.61 | 0.83 | 73% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 8.075 | 5.010 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.81 | 2.22 | 82% |
| Returns for 1 year | 7.83 | 6.23 | 126% |
| Returns for 3 years | 35.03 | 19.89 | 176% |
| Returns for 5 years | 41.29 | 18.33 | 225% |
| Returns for 10 years | 64.94 | 9.53 | 681% |
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