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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BALFX vs MBNAX Comparison Chart in %
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BALFX vs. MBNAX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. MBNAX (446M). 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 : 7.83 vs. MBNAX (5.96). BALFX return over 5 years is better than : 41.29 vs. MBNAX (16.92).
| 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 | 8.075 | 4.901 | 165% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.81 | 1.99 | 91% |
| Returns for 1 year | 7.83 | 5.96 | 131% |
| Returns for 3 years | 35.03 | 18.99 | 184% |
| Returns for 5 years | 41.29 | 16.92 | 244% |
| Returns for 10 years | 64.94 | 7.53 | 863% |
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