BALFX
Price
$36.85
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MBAIX
Price
$31.45
Change
+$0.07 (+0.22%)
Updated
Jul 3 closing price
Net Assets
446.37M
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BALFX vs MBAIX

Header iconBALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIXBanner chart's image
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
NYLI Balanced
Price$31.45
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.37M
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.

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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).
BALFXMBAIXBALFX / MBAIX
Total Expense Ratio0.610.8373%
Annual Report Gross Expense Ratio0.610.8373%
Fund Existence24 years36 years-
Gain YTD8.0755.010161%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B446M56,502%
Annual Yield % from dividends1.812.2282%
Returns for 1 year7.836.23126%
Returns for 3 years35.0319.89176%
Returns for 5 years41.2918.33225%
Returns for 10 years64.949.53681%
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