Interact to see
Advertisement
Advertisement
BALCX vs MBACX
BALCX vs MBACX Comparison
Open Charts BALCX vs MBACX
BALCX vs MBACX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MBACX commentary
Sep 12, 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 Buy and MBACX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. MBACX (443M). BALCX pays higher dividends than MBACX: BALCX (1.14) vs MBACX (0.89). BALCX was incepted earlier than MBACX: BALCX (26 years) vs MBACX (24 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 : 5.86 vs. MBACX (4.29). BALCX return over 5 years is better than : 27.49 vs. MBACX (-4.64).
| BALCX | MBACX | BALCX / MBACX | |
| Total Expense Ratio | 1.30 | 2.08 | 63% |
| Annual Report Gross Expense Ratio | 1.30 | 2.18 | 60% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 7.959 | 6.907 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.14 | 0.89 | 128% |
| Returns for 1 year | 5.86 | 4.29 | 137% |
| Returns for 3 years | 38.31 | 20.30 | 189% |
| Returns for 5 years | 27.49 | -4.64 | -593% |
| Returns for 10 years | 75.19 | 12.21 | 616% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement