Interact to see
Advertisement
Advertisement
BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$39.52
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
NYLI Balanced Investor Class
Price$32.44
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets449.63M
BALFX vs MBINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MBINX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 268B vs. MBINX (450M). BALFX (1.70) and MBINX (1.66) have matching dividends . 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 : 9.94 vs. MBINX (1.77). BALFX return over 5 years is better than : 41.19 vs. MBINX (9.81).
| 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 | 16.221 | 8.844 | 183% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 450M | 59,556% |
| Annual Yield % from dividends | 1.70 | 1.66 | 102% |
| Returns for 1 year | 9.94 | 1.77 | 561% |
| Returns for 3 years | 43.43 | 18.90 | 230% |
| Returns for 5 years | 41.19 | 9.81 | 420% |
| Returns for 10 years | 77.81 | 13.42 | 580% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PJUL | 45.96 | 0.01 | +0.02% |
| Innovator U.S. Equity Power BffrETF™-Jul | |||
| FEMS | 42.48 | -0.07 | -0.17% |
| First Trust Emerg Mkts SC AlphaDEX® ETF | |||
| ENO | 23.00 | -0.08 | -0.35% |
| Entergy New Orleans LLC | |||
| GXDW | 26.76 | -0.12 | -0.46% |
| Global X Dorsey Wright Thematic ETF | |||
| HYIN | 16.05 | -0.09 | -0.55% |
| WisdomTree Private Credit & Alt Inc | |||