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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
NYLI Balanced Class R6
Price$32.13
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.34M
BALFX vs MBERX Comparison Chart in %
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BALFX vs. MBERX commentary
Oct 19, 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 MBERX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. MBERX (446M). MBERX pays higher dividends than BALFX: MBERX (2.22) vs BALFX (1.72). BALFX was incepted earlier than MBERX: BALFX (25 years) vs MBERX (8 years). MBERX (0.74) is less costly to investors than BALFX (0.61). MBERX is a more actively managed with annual turnover of: 230.00 vs. BALFX (44.00). MBERX has a lower initial minimum investment than BALFX: MBERX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 8.67 vs. MBERX (1.52). BALFX return over 5 years is better than : 41.92 vs. MBERX (14.89).
| BALFX | MBERX | BALFX / MBERX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 0.74 | 82% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 14.603 | 7.788 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.72 | 2.22 | 78% |
| Returns for 1 year | 8.67 | 1.52 | 569% |
| Returns for 3 years | 50.44 | 25.17 | 200% |
| Returns for 5 years | 41.92 | 14.89 | 282% |
| Returns for 10 years | 75.26 | N/A | - |
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