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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
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 MBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MBINX (442M). MBINX pays higher dividends than BALCX: MBINX (1.63) vs BALCX (1.16). BALCX was incepted earlier than MBINX: BALCX (25 years) vs MBINX (18 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 : 15.81 vs. MBINX (7.68). BALCX return over 5 years is better than : 31.93 vs. MBINX (-1.86).
| BALCX | MBINX | BALCX / MBINX | |
| Total Expense Ratio | 1.30 | 1.33 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.43 | 91% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 9.011 | 4.528 | 199% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 442M | 65,158% |
| Annual Yield % from dividends | 1.16 | 1.63 | 71% |
| Returns for 1 year | 15.81 | 7.68 | 206% |
| Returns for 3 years | 41.11 | 22.53 | 182% |
| Returns for 5 years | 31.93 | -1.86 | -1,720% |
| Returns for 10 years | 80.43 | 18.97 | 424% |
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