BALCX
Price
$40.01
Change
-$0.41 (-1.01%)
Updated
Jun 23 closing price
Net Assets
287.61B
MBERX
Price
$32.89
Change
+$0.03 (+0.09%)
Updated
Jun 22 closing price
Net Assets
441.94M
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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 Buy and MBERX is a StrongBuy.

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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 : 13.99 vs. MBERX (8.39). BALCX return over 5 years is better than : 30.03 vs. MBERX (1.24).
BALCXMBERXBALCX / MBERX
Total Expense Ratio1.300.73178%
Annual Report Gross Expense Ratio1.300.73178%
Fund Existence25 years9 years-
Gain YTD7.9054.857163%
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 year13.998.39167%
Returns for 3 years39.6824.82160%
Returns for 5 years30.031.242,426%
Returns for 10 years78.60N/A-
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