BALCX
Price
$40.42
Change
-$0.14 (-0.35%)
Updated
Jun 22 closing price
Net Assets
287.61B
MBACX
Price
$32.19
Change
+$0.02 (+0.06%)
Updated
Jun 22 closing price
Net Assets
441.94M
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BALCX vs MBACX

BALCX vs MBACX Comparison Chart in %
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BALCX vs. MBACX commentary
Jun 24, 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 BALCX is a Hold and MBACX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MBACX (442M). BALCX pays higher dividends than MBACX: BALCX (1.16) vs MBACX (0.89). BALCX was incepted earlier than MBACX: BALCX (25 years) vs MBACX (23 years). MBACX (2.18) is less costly to investors than BALCX (1.30). MBACX is a more actively managed with annual turnover of: 201.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than MBACX: BALCX (250) vs MBACX (1000). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. MBACX (6.81). BALCX return over 5 years is better than : 31.93 vs. MBACX (-5.80).
BALCXMBACXBALCX / MBACX
Total Expense Ratio1.302.0863%
Annual Report Gross Expense Ratio1.302.1860%
Fund Existence25 years23 years-
Gain YTD9.0114.167216%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B442M65,158%
Annual Yield % from dividends1.160.89131%
Returns for 1 year15.816.81232%
Returns for 3 years41.1119.68209%
Returns for 5 years31.93-5.80-550%
Returns for 10 years80.4311.68689%
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