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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
NYLI Balanced Investor Class
Price$31.98
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets446.34M
BALFX vs MBINX Comparison Chart in %
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BALFX vs. MBINX commentary
Oct 19, 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: 266B vs. MBINX (446M). BALFX (1.72) 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 : 8.67 vs. MBINX (0.95). BALFX return over 5 years is better than : 41.92 vs. MBINX (11.52).
| 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 | 14.603 | 7.301 | 200% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.72 | 1.66 | 104% |
| Returns for 1 year | 8.67 | 0.95 | 911% |
| Returns for 3 years | 50.44 | 22.93 | 220% |
| Returns for 5 years | 41.92 | 11.52 | 364% |
| Returns for 10 years | 75.26 | 10.14 | 742% |
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