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BALCX vs MBINX
BALCX vs MBINX Comparison
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BALCX vs MBINX Comparison Chart in %
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BALCX vs. MBINX 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 MBINX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. MBINX (443M). MBINX pays higher dividends than BALCX: MBINX (1.61) vs BALCX (1.14). BALCX was incepted earlier than MBINX: BALCX (26 years) vs MBINX (19 years). MBINX (1.43) is less costly to investors than BALCX (1.30). MBINX is a more actively managed with annual turnover of: 201.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than MBINX: BALCX (250) vs MBINX (1000). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. MBINX (5.13). BALCX return over 5 years is better than : 27.49 vs. MBINX (-0.62).
| BALCX | MBINX | BALCX / MBINX | |
| Total Expense Ratio | 1.30 | 1.33 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.43 | 91% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 7.959 | 7.469 | 107% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.14 | 1.61 | 71% |
| Returns for 1 year | 5.86 | 5.13 | 114% |
| Returns for 3 years | 38.31 | 23.17 | 165% |
| Returns for 5 years | 27.49 | -0.62 | -4,421% |
| Returns for 10 years | 75.19 | 19.79 | 380% |
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