Interact to see
Advertisement
Advertisement
BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$38.12
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
BALFX vs MBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MBAIX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. MBAIX (449M). MBAIX pays higher dividends than BALFX: MBAIX (2.17) vs BALFX (1.77). BALFX was incepted earlier than MBAIX: BALFX (25 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 : 11.70 vs. MBAIX (4.19). BALFX return over 5 years is better than : 40.53 vs. MBAIX (16.39).
| BALFX | MBAIX | BALFX / MBAIX | |
| Total Expense Ratio | 0.61 | 0.83 | 73% |
| Annual Report Gross Expense Ratio | 0.61 | 0.83 | 73% |
| Fund Existence | 25 years | 36 years | - |
| Gain YTD | 11.800 | 7.448 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.77 | 2.17 | 82% |
| Returns for 1 year | 11.70 | 4.19 | 279% |
| Returns for 3 years | 37.06 | 18.95 | 196% |
| Returns for 5 years | 40.53 | 16.39 | 247% |
| Returns for 10 years | 76.28 | 16.68 | 457% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement