BALCX
Price
$40.03
Change
+$0.07 (+0.18%)
Updated
Jul 31 closing price
Net Assets
288.09B
MBACX
Price
$33.00
Change
+$0.05 (+0.15%)
Updated
Jul 31 closing price
Net Assets
448.9M
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BALCX vs MBACX

BALCX vs MBACX Comparison Chart in %
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BALCX vs. MBACX commentary
Aug 03, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MBACX (449M). BALCX pays higher dividends than MBACX: BALCX (1.16) vs MBACX (0.90). BALCX was incepted earlier than MBACX: BALCX (25 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 : 10.48 vs. MBACX (8.32). BALCX return over 5 years is better than : 28.31 vs. MBACX (-4.65).
BALCXMBACXBALCX / MBACX
Total Expense Ratio1.302.0863%
Annual Report Gross Expense Ratio1.302.1860%
Fund Existence25 years24 years-
Gain YTD7.9597.069113%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B449M64,143%
Annual Yield % from dividends1.160.90128%
Returns for 1 year10.488.32126%
Returns for 3 years35.5817.94198%
Returns for 5 years28.31-4.65-609%
Returns for 10 years73.6311.45643%
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