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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
BALFX vs MBNAX Comparison Chart in %
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BALFX vs. MBNAX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. MBNAX (446M). MBNAX pays higher dividends than BALFX: MBNAX (1.99) vs BALFX (1.79). 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 : 7.95 vs. MBNAX (2.98). BALFX return over 5 years is better than : 37.91 vs. MBNAX (12.72).
| BALFX | MBNAX | BALFX / MBNAX | |
| Total Expense Ratio | 0.61 | 1.08 | 56% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.747 | 5.737 | 170% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.79 | 1.99 | 90% |
| Returns for 1 year | 7.95 | 2.98 | 267% |
| Returns for 3 years | 29.46 | 13.08 | 225% |
| Returns for 5 years | 37.91 | 12.72 | 298% |
| Returns for 10 years | 66.08 | 8.09 | 817% |
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