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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
NYLI Balanced Investor Class
Price$32.86
Change+$0.30 (+0.92%)
VolumeN/A
Net Assets453.94M
BALFX vs MBINX Comparison Chart in %
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BALFX vs. MBINX commentary
Dec 04, 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 MBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MBINX (454M). BALFX (1.67) and MBINX (1.62) 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 : 9.26 vs. MBINX (1.06). BALFX return over 5 years is better than : 38.94 vs. MBINX (7.63).
| 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 | 16.544 | 9.247 | 179% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 454M | 59,251% |
| Annual Yield % from dividends | 1.67 | 1.62 | 103% |
| Returns for 1 year | 9.26 | 1.06 | 874% |
| Returns for 3 years | 40.12 | 17.11 | 234% |
| Returns for 5 years | 38.94 | 7.63 | 510% |
| Returns for 10 years | 74.26 | 11.76 | 632% |
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