Interact to see
Advertisement
Advertisement
BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
BALFX vs MBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MBAIX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MBAIX (454M). 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 : 9.26 vs. MBAIX (1.58). BALFX return over 5 years is better than : 38.94 vs. MBAIX (10.43).
| 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 | 37 years | - |
| Gain YTD | 16.544 | 9.772 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 454M | 59,251% |
| Annual Yield % from dividends | 1.67 | 2.10 | 80% |
| Returns for 1 year | 9.26 | 1.58 | 587% |
| Returns for 3 years | 40.12 | 18.92 | 212% |
| Returns for 5 years | 38.94 | 10.43 | 373% |
| Returns for 10 years | 74.26 | 15.92 | 466% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GQQQ | 30.23 | 0.20 | +0.65% |
| Astoria US Quality Growth Kings ETF | |||
| POCT | 43.59 | 0.08 | +0.18% |
| Innovator U.S. Equity Power Buf ETF™ Oct | |||
| IBMS | 25.95 | N/A | N/A |
| iShares iBonds Dec 2030 Term Mun Bd ETF | |||
| FCPI | 50.20 | -0.06 | -0.11% |
| Fidelity Stocks for Inflation ETF | |||
| PSR | 91.72 | -0.13 | -0.15% |
| Invesco Active US Real Estate | |||