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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
NYLI Balanced Investor Class
Price$31.59
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets445.66M
BALFX vs MBINX Comparison Chart in %
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BALFX vs. MBINX commentary
Aug 17, 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 MBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. MBINX (446M). BALFX (1.79) and MBINX (1.72) have matching dividends . BALFX was incepted earlier than MBINX: BALFX (24 years) vs MBINX (17 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 : 7.95 vs. MBINX (2.70). BALFX return over 5 years is better than : 37.91 vs. MBINX (11.32).
| BALFX | MBINX | BALFX / MBINX | |
| Total Expense Ratio | 0.61 | 1.34 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.45 | 42% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 9.747 | 5.564 | 175% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.79 | 1.72 | 104% |
| Returns for 1 year | 7.95 | 2.70 | 294% |
| Returns for 3 years | 29.46 | 12.19 | 242% |
| Returns for 5 years | 37.91 | 11.32 | 335% |
| Returns for 10 years | 66.08 | 6.29 | 1,051% |
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