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BALCX vs MBERX
BALCX vs MBERX Comparison
Open Charts BALCX vs MBERX
BALCX vs MBERX Comparison Chart in %
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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.
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).
| BALCX | MBERX | BALCX / MBERX | |
| Total Expense Ratio | 1.30 | 0.73 | 178% |
| Annual Report Gross Expense Ratio | 1.30 | 0.73 | 178% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 9.011 | 4.857 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 442M | 65,158% |
| Annual Yield % from dividends | 1.16 | 2.18 | 53% |
| Returns for 1 year | 15.81 | 8.39 | 188% |
| Returns for 3 years | 41.11 | 24.82 | 166% |
| Returns for 5 years | 31.93 | 1.24 | 2,579% |
| Returns for 10 years | 80.43 | N/A | - |
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