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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$38.47
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
NYLI Balanced Investor Class
Price$32.04
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets446.96M
BALFX vs MBINX Comparison Chart in %
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BALFX vs. MBINX commentary
Sep 28, 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 Hold and MBINX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. MBINX (447M). BALFX pays higher dividends than MBINX: BALFX (1.77) vs MBINX (1.68). BALFX was incepted earlier than MBINX: BALFX (25 years) vs MBINX (18 years). MBINX (1.45) is less costly to investors than BALFX (0.61). MBINX is a more actively managed with annual turnover of: 230.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than MBINX: BALFX (250) vs MBINX (1000). BALFX annual gain was more profitable for investors over the last year : 8.08 vs. MBINX (1.44). BALFX return over 5 years is better than : 44.31 vs. MBINX (15.50).
| BALFX | MBINX | BALFX / MBINX | |
| Total Expense Ratio | 0.61 | 1.34 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.45 | 42% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 13.133 | 7.068 | 186% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 447M | 58,837% |
| Annual Yield % from dividends | 1.77 | 1.68 | 105% |
| Returns for 1 year | 8.08 | 1.44 | 560% |
| Returns for 3 years | 51.22 | 26.69 | 192% |
| Returns for 5 years | 44.31 | 15.50 | 286% |
| Returns for 10 years | 82.52 | 15.31 | 539% |
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