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BALCX vs MBAIX
BALCX vs MBAIX Comparison
Open Charts BALCX vs MBAIX
BALCX vs MBAIX Comparison Chart in %
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BALCX vs. MBAIX 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 MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. MBAIX (443M). MBAIX pays higher dividends than BALCX: MBAIX (2.08) vs BALCX (1.14). BALCX was incepted earlier than MBAIX: BALCX (26 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 (5.86) and MBAIX (5.69) have marching annual gain over last year. BALCX return over 5 years is better than : 27.49 vs. MBAIX (2.04).
| BALCX | MBAIX | BALCX / MBAIX | |
| Total Expense Ratio | 1.30 | 0.82 | 159% |
| Annual Report Gross Expense Ratio | 1.30 | 0.82 | 159% |
| Fund Existence | 26 years | 37 years | - |
| Gain YTD | 7.959 | 7.858 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.14 | 2.08 | 55% |
| Returns for 1 year | 5.86 | 5.69 | 103% |
| Returns for 3 years | 38.31 | 25.11 | 153% |
| Returns for 5 years | 27.49 | 2.04 | 1,345% |
| Returns for 10 years | 75.19 | 24.70 | 304% |
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