BALCX
Price
$40.42
Change
-$0.14 (-0.35%)
Updated
Jun 22 closing price
Net Assets
287.61B
MBERX
Price
$32.89
Change
+$0.03 (+0.09%)
Updated
Jun 22 closing price
Net Assets
441.94M
Interact to see
Advertisement

BALCX vs MBERX

BALCX vs MBERX Comparison Chart in %
View a ticker or compare two or three
VS
BALCX vs. MBERX 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 MBERX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MBERX (442M). MBERX pays higher dividends than BALCX: MBERX (2.18) vs BALCX (1.16). BALCX was incepted earlier than MBERX: BALCX (25 years) vs MBERX (9 years). BALCX (1.30) is less costly to investors than MBERX (0.73). MBERX is a more actively managed with annual turnover of: 201.00 vs. BALCX (50.00). MBERX has a lower initial minimum investment than BALCX: MBERX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. MBERX (8.39). BALCX return over 5 years is better than : 31.93 vs. MBERX (1.24).
BALCXMBERXBALCX / MBERX
Total Expense Ratio1.300.73178%
Annual Report Gross Expense Ratio1.300.73178%
Fund Existence25 years9 years-
Gain YTD9.0114.857186%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B442M65,158%
Annual Yield % from dividends1.162.1853%
Returns for 1 year15.818.39188%
Returns for 3 years41.1124.82166%
Returns for 5 years31.931.242,579%
Returns for 10 years80.43N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
VINP9.840.08
+0.82%
Vinci Compass Investments Ltd
PODC4.130.03
+0.73%
PodcastOne
NATL43.57-0.06
-0.14%
NCR Atleos Corp
RBA108.63-1.94
-1.75%
RB Global
MTR3.17-0.19
-5.65%
Mesa Royalty Trust