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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
BALFX vs MBAIX Comparison Chart
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BALFX vs. MBAIX commentary
Jun 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 Buy and MBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 244B vs. MBAIX (439M). MBAIX pays higher dividends than BALFX: MBAIX (2.27) vs BALFX (1.88). 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 : 5.26 vs. MBAIX (4.71). BALFX return over 5 years is better than : 38.20 vs. MBAIX (16.10).
| 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 | 4.438 | 2.996 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 439M | 55,581% |
| Annual Yield % from dividends | 1.88 | 2.27 | 83% |
| Returns for 1 year | 5.26 | 4.71 | 112% |
| Returns for 3 years | 32.52 | 19.77 | 164% |
| Returns for 5 years | 38.20 | 16.10 | 237% |
| Returns for 10 years | 57.60 | 6.61 | 871% |
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