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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
NYLI Balanced Class R6
Price$32.25
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets454.38M
BALFX vs MBERX Comparison Chart in %
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BALFX vs. MBERX commentary
Feb 04, 2026
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 MBERX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. MBERX (454M). MBERX pays higher dividends than BALFX: MBERX (2.27) vs BALFX (1.86). 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: 201.00 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 : 11.33 vs. MBERX (5.35). BALFX return over 5 years is better than : 35.49 vs. MBERX (6.03).
| 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 | 2.457 | 1.960 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 454M | 59,471% |
| Annual Yield % from dividends | 1.86 | 2.27 | 82% |
| Returns for 1 year | 11.33 | 5.35 | 212% |
| Returns for 3 years | 36.69 | 18.10 | 203% |
| Returns for 5 years | 35.49 | 6.03 | 588% |
| Returns for 10 years | 87.98 | N/A | - |
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