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BALCX vs MBNAX
BALCX vs MBNAX Comparison
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BALCX vs MBNAX Comparison Chart in %
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BALCX vs. MBNAX 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 MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. MBNAX (443M). MBNAX pays higher dividends than BALCX: MBNAX (1.87) vs BALCX (1.14). BALCX was incepted earlier than MBNAX: BALCX (26 years) vs MBNAX (23 years). BALCX (1.30) is less costly to investors than MBNAX (1.07). MBNAX is a more actively managed with annual turnover of: 201.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than MBNAX: BALCX (250) vs MBNAX (15000). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. MBNAX (5.43). BALCX return over 5 years is better than : 27.49 vs. MBNAX (0.68).
| BALCX | MBNAX | BALCX / MBNAX | |
| Total Expense Ratio | 1.30 | 1.05 | 124% |
| Annual Report Gross Expense Ratio | 1.30 | 1.07 | 121% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 7.959 | 7.698 | 103% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.14 | 1.87 | 61% |
| Returns for 1 year | 5.86 | 5.43 | 108% |
| Returns for 3 years | 38.31 | 24.14 | 159% |
| Returns for 5 years | 27.49 | 0.68 | 4,045% |
| Returns for 10 years | 75.19 | 22.14 | 340% |
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