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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$38.87
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets265.18B
BALFX vs MBAIX Comparison Chart in %
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BALFX vs. MBAIX commentary
Oct 16, 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 Hold and MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 265B vs. MBAIX (448M). MBAIX pays higher dividends than BALFX: MBAIX (2.14) vs BALFX (1.72). 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 : 8.13 vs. MBAIX (1.88). BALFX return over 5 years is better than : 41.65 vs. MBAIX (14.88).
| 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 | 14.309 | 8.195 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 448M | 59,152% |
| Annual Yield % from dividends | 1.72 | 2.14 | 80% |
| Returns for 1 year | 8.13 | 1.88 | 432% |
| Returns for 3 years | 53.19 | 28.30 | 188% |
| Returns for 5 years | 41.65 | 14.88 | 280% |
| Returns for 10 years | 74.67 | 14.75 | 506% |
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