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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
BALFX vs MBNAX Comparison Chart in %
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BALFX vs. MBNAX commentary
Feb 05, 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 MBNAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. MBNAX (454M). MBNAX pays higher dividends than BALFX: MBNAX (1.96) vs BALFX (1.86). BALFX was incepted earlier than MBNAX: BALFX (25 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: 201.00 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 : 11.33 vs. MBNAX (4.96). BALFX return over 5 years is better than : 35.49 vs. MBNAX (4.14).
| BALFX | MBNAX | BALFX / MBNAX | |
| Total Expense Ratio | 0.61 | 1.08 | 56% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 2.457 | 1.939 | 127% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 454M | 59,471% |
| Annual Yield % from dividends | 1.86 | 1.96 | 95% |
| Returns for 1 year | 11.33 | 4.96 | 228% |
| Returns for 3 years | 36.69 | 16.86 | 218% |
| Returns for 5 years | 35.49 | 4.14 | 857% |
| Returns for 10 years | 87.98 | 27.62 | 318% |
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