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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
NYLI Balanced Investor Class
Price$31.70
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets455.2M
BALFX vs MBINX Comparison Chart in %
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BALFX vs. MBINX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MBINX (455M). 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 : 9.14 vs. MBINX (5.87). BALFX return over 5 years is better than : 34.52 vs. MBINX (4.79).
| 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 | 10.604 | 6.361 | 167% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 455M | 59,121% |
| Annual Yield % from dividends | 1.67 | 1.62 | 103% |
| Returns for 1 year | 9.14 | 5.87 | 156% |
| Returns for 3 years | 37.54 | 17.20 | 218% |
| Returns for 5 years | 34.52 | 4.79 | 721% |
| Returns for 10 years | 73.52 | 16.41 | 448% |
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