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BALCX vs MBAIX
BALCX vs MBAIX Comparison
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BALCX vs MBAIX Comparison Chart in %
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BALCX vs. MBAIX 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 MBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. MBAIX (455M). MBAIX pays higher dividends than BALCX: MBAIX (2.10) vs BALCX (1.16). BALCX was incepted earlier than MBAIX: BALCX (25 years) vs MBAIX (37 years). BALCX (1.30) is less costly to investors than MBAIX (0.82). MBAIX is a more actively managed with annual turnover of: 201.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than MBAIX: BALCX (250) vs MBAIX (1000000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. MBAIX (10.25). BALCX return over 5 years is better than : 29.99 vs. MBAIX (3.56).
| BALCX | MBAIX | BALCX / MBAIX | |
| Total Expense Ratio | 1.30 | 0.82 | 159% |
| Annual Report Gross Expense Ratio | 1.30 | 0.82 | 159% |
| Fund Existence | 25 years | 37 years | - |
| Gain YTD | 9.604 | 9.912 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 455M | 62,198% |
| Annual Yield % from dividends | 1.16 | 2.10 | 55% |
| Returns for 1 year | 11.76 | 10.25 | 115% |
| Returns for 3 years | 41.83 | 28.56 | 146% |
| Returns for 5 years | 29.99 | 3.56 | 842% |
| Returns for 10 years | 74.16 | 24.64 | 301% |
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