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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
BALFX vs MBNAX Comparison Chart in %
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BALFX vs. MBNAX commentary
Sep 08, 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: 259B vs. MBNAX (449M). 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 : 9.94 vs. MBNAX (3.23). BALFX return over 5 years is better than : 39.60 vs. MBNAX (14.67).
| 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 | 11.360 | 7.277 | 156% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.77 | 1.94 | 91% |
| Returns for 1 year | 9.94 | 3.23 | 308% |
| Returns for 3 years | 39.77 | 20.87 | 191% |
| Returns for 5 years | 39.60 | 14.67 | 270% |
| Returns for 10 years | 75.07 | 14.09 | 533% |
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