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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
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MBAIX (442M). 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 : 15.81 vs. MBAIX (8.27). BALCX return over 5 years is better than : 31.93 vs. MBAIX (0.79).
| 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 | 9.011 | 4.809 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 442M | 65,158% |
| Annual Yield % from dividends | 1.16 | 2.10 | 55% |
| Returns for 1 year | 15.81 | 8.27 | 191% |
| Returns for 3 years | 41.11 | 24.49 | 168% |
| Returns for 5 years | 31.93 | 0.79 | 4,036% |
| Returns for 10 years | 80.43 | 23.72 | 339% |
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