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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
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. MBERX (455M). 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 : 11.76 vs. MBERX (10.33). BALCX return over 5 years is better than : 29.99 vs. MBERX (4.03).
| 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 | 9.604 | 9.978 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 455M | 62,198% |
| Annual Yield % from dividends | 1.16 | 2.18 | 53% |
| Returns for 1 year | 11.76 | 10.33 | 114% |
| Returns for 3 years | 41.83 | 28.94 | 145% |
| Returns for 5 years | 29.99 | 4.03 | 744% |
| Returns for 10 years | 74.16 | N/A | - |
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