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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
NYLI Balanced Investor Class
Price$32.08
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets454.38M
BALFX vs MBINX Comparison Chart in %
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BALFX vs. MBINX commentary
Feb 04, 2026
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: 270B vs. MBINX (454M). BALFX pays higher dividends than MBINX: BALFX (1.86) vs MBINX (1.71). 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: 201.00 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 : 11.33 vs. MBINX (4.71). BALFX return over 5 years is better than : 35.49 vs. MBINX (2.82).
| 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 | 2.457 | 1.906 | 129% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 454M | 59,471% |
| Annual Yield % from dividends | 1.86 | 1.71 | 109% |
| Returns for 1 year | 11.33 | 4.71 | 240% |
| Returns for 3 years | 36.69 | 16.00 | 229% |
| Returns for 5 years | 35.49 | 2.82 | 1,259% |
| Returns for 10 years | 87.98 | 25.35 | 347% |
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