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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
Jun 03, 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 MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. MBNAX (445M). MBNAX pays higher dividends than BALCX: MBNAX (1.88) vs BALCX (1.16). BALCX was incepted earlier than MBNAX: BALCX (25 years) vs MBNAX (22 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 : 16.84 vs. MBNAX (8.88). BALCX return over 5 years is better than : 31.27 vs. MBNAX (-1.72).
| 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 | 22 years | - |
| Gain YTD | 9.372 | 4.860 | 193% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 445M | 62,697% |
| Annual Yield % from dividends | 1.16 | 1.88 | 62% |
| Returns for 1 year | 16.84 | 8.88 | 190% |
| Returns for 3 years | 42.32 | 23.53 | 180% |
| Returns for 5 years | 31.27 | -1.72 | -1,819% |
| Returns for 10 years | 77.17 | 19.70 | 392% |
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