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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
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 MBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MBNAX (447M). MBNAX pays higher dividends than BALCX: MBNAX (1.94) vs BALCX (1.14). BALCX was incepted earlier than MBNAX: BALCX (25 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 : 11.18 vs. MBNAX (8.33). BALCX return over 5 years is better than : 29.01 vs. MBNAX (0.49).
| BALCX | MBNAX | BALCX / MBNAX | |
| Total Expense Ratio | 1.30 | 1.05 | 124% |
| Annual Report Gross Expense Ratio | 1.30 | 1.07 | 121% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 8.148 | 6.700 | 122% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 447M | 64,430% |
| Annual Yield % from dividends | 1.14 | 1.94 | 59% |
| Returns for 1 year | 11.18 | 8.33 | 134% |
| Returns for 3 years | 36.57 | 22.61 | 162% |
| Returns for 5 years | 29.01 | 0.49 | 5,910% |
| Returns for 10 years | 72.74 | 19.70 | 369% |
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