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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
American Funds American Balanced F1
Price$37.65
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
NYLI Balanced Class R6
Price$31.88
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets455.39M
BALFX vs MBERX Comparison Chart in %
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BALFX vs. MBERX commentary
Dec 29, 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 MBERX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MBERX (455M). MBERX pays higher dividends than BALFX: MBERX (2.17) vs BALFX (1.67). 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 : 9.10 vs. MBERX (6.35). BALFX return over 5 years is better than : 34.67 vs. MBERX (8.04).
| 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 | 10.722 | 6.949 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 455M | 59,121% |
| Annual Yield % from dividends | 1.67 | 2.17 | 77% |
| Returns for 1 year | 9.10 | 6.35 | 143% |
| Returns for 3 years | 37.97 | 19.51 | 195% |
| Returns for 5 years | 34.67 | 8.04 | 431% |
| Returns for 10 years | 73.06 | N/A | - |
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