BALFX
Price
$38.47
Change
+$0.10 (+0.26%)
Updated
Sep 26 closing price
Net Assets
262.75B
MBNAX
Price
$32.05
Change
+$0.15 (+0.47%)
Updated
Sep 26 closing price
Net Assets
446.96M
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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$38.47
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
NYLI Balanced
Price$32.05
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets446.96M
BALFX vs MBNAX Comparison Chart in %
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BALFX vs. MBNAX commentary
Sep 29, 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 Hold and MBNAX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. MBNAX (447M). MBNAX pays higher dividends than BALFX: MBNAX (1.94) vs BALFX (1.77). 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: 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 : 8.08 vs. MBNAX (1.72). BALFX return over 5 years is better than : 44.31 vs. MBNAX (16.91).
BALFXMBNAXBALFX / MBNAX
Total Expense Ratio0.611.0856%
Annual Report Gross Expense Ratio0.611.0856%
Fund Existence25 years22 years-
Gain YTD13.1337.277180%
Front LoadN/A3%-
Min. Initial Investment250150002%
Min. Initial Investment IRAN/AN/A-
Net Assets263B447M58,837%
Annual Yield % from dividends1.771.9491%
Returns for 1 year8.081.72470%
Returns for 3 years51.2227.70185%
Returns for 5 years44.3116.91262%
Returns for 10 years82.5217.26478%
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