BALFX
Price
$37.17
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
MBNAX
Price
$31.55
Change
+$0.10 (+0.32%)
Updated
Jul 25 closing price
Net Assets
446.53M
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BALFX vs MBNAX

Header iconBALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAXBanner chart's image
American Funds American Balanced F1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
NYLI Balanced
Price$31.55
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets446.53M
BALFX vs MBNAX Comparison Chart in %
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BALFX vs. MBNAX commentary
Jul 28, 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 MBNAX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. MBNAX (447M). MBNAX pays higher dividends than BALFX: MBNAX (1.99) vs BALFX (1.81). BALFX was incepted earlier than MBNAX: BALFX (24 years) vs MBNAX (22 years). MBNAX (1.08) is less costly to investors than BALFX (0.61). MBNAX is a more actively managed with annual turnover of: 230.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than MBNAX: BALFX (250) vs MBNAX (15000). BALFX annual gain was more profitable for investors over the last year : 10.22 vs. MBNAX (4.28). BALFX return over 5 years is better than : 39.48 vs. MBNAX (15.09).
BALFXMBNAXBALFX / MBNAX
Total Expense Ratio0.611.0856%
Annual Report Gross Expense Ratio0.611.0856%
Fund Existence24 years22 years-
Gain YTD9.0135.604161%
Front LoadN/A3%-
Min. Initial Investment250150002%
Min. Initial Investment IRAN/AN/A-
Net Assets254B447M56,823%
Annual Yield % from dividends1.811.9991%
Returns for 1 year10.224.28239%
Returns for 3 years34.6617.85194%
Returns for 5 years39.4815.09262%
Returns for 10 years64.979.09715%
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