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BALCX vs MBACX
BALCX vs MBACX Comparison
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BALCX vs MBACX Comparison Chart in %
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BALCX vs. MBACX commentary
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. MBACX (455M). 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 : 11.76 vs. MBACX (8.77). BALCX return over 5 years is better than : 29.99 vs. MBACX (-3.21).
| BALCX | MBACX | BALCX / MBACX | |
| Total Expense Ratio | 1.30 | 2.08 | 63% |
| Annual Report Gross Expense Ratio | 1.30 | 2.18 | 60% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 9.604 | 9.016 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 455M | 62,198% |
| Annual Yield % from dividends | 1.16 | 0.90 | 128% |
| Returns for 1 year | 11.76 | 8.77 | 134% |
| Returns for 3 years | 41.83 | 23.64 | 177% |
| Returns for 5 years | 29.99 | -3.21 | -933% |
| Returns for 10 years | 74.16 | 12.19 | 609% |
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