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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
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 MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MBAIX (449M). 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 : 10.48 vs. MBAIX (9.81). BALCX return over 5 years is better than : 28.31 vs. MBAIX (2.05).
| 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 | 7.959 | 7.890 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 449M | 64,143% |
| Annual Yield % from dividends | 1.16 | 2.10 | 55% |
| Returns for 1 year | 10.48 | 9.81 | 107% |
| Returns for 3 years | 35.58 | 22.68 | 157% |
| Returns for 5 years | 28.31 | 2.05 | 1,383% |
| Returns for 10 years | 73.63 | 23.82 | 309% |
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