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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MBINX (447M). MBINX pays higher dividends than BALCX: MBINX (1.66) vs BALCX (1.14). 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 : 11.18 vs. MBINX (8.02). BALCX return over 5 years is better than : 29.01 vs. MBINX (-0.83).
| 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 | 8.148 | 6.505 | 125% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 447M | 64,430% |
| Annual Yield % from dividends | 1.14 | 1.66 | 68% |
| Returns for 1 year | 11.18 | 8.02 | 139% |
| Returns for 3 years | 36.57 | 21.64 | 169% |
| Returns for 5 years | 29.01 | -0.83 | -3,481% |
| Returns for 10 years | 72.74 | 17.40 | 418% |
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