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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
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 MBERX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. MBERX (443M). MBERX pays higher dividends than BALCX: MBERX (2.15) vs BALCX (1.14). BALCX was incepted earlier than MBERX: BALCX (26 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 (5.86) and MBERX (5.77) have marching annual gain over last year. BALCX return over 5 years is better than : 27.49 vs. MBERX (2.51).
| BALCX | MBERX | BALCX / MBERX | |
| Total Expense Ratio | 1.30 | 0.73 | 178% |
| Annual Report Gross Expense Ratio | 1.30 | 0.73 | 178% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 7.959 | 7.926 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.14 | 2.15 | 53% |
| Returns for 1 year | 5.86 | 5.77 | 101% |
| Returns for 3 years | 38.31 | 25.43 | 151% |
| Returns for 5 years | 27.49 | 2.51 | 1,096% |
| Returns for 10 years | 75.19 | N/A | - |
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