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BALCX vs MNBRX
BALCX vs MNBRX Comparison
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BALCX vs MNBRX Comparison Chart in %
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BALCX vs. MNBRX commentary
Aug 04, 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 MNBRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MNBRX (361M). MNBRX pays higher dividends than BALCX: MNBRX (2.04) vs BALCX (1.16). BALCX was incepted earlier than MNBRX: BALCX (25 years) vs MNBRX (16 years). BALCX (1.30) and MNBRX (1.28) have similar cost to investors . MNBRX is a more actively managed with annual turnover of: 78.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than MNBRX: BALCX (250) vs MNBRX (2000). BALCX annual gain was more profitable for investors over the last year : 11.93 vs. MNBRX (0.49). BALCX return over 5 years is better than : 28.84 vs. MNBRX (-6.36).
| BALCX | MNBRX | BALCX / MNBRX | |
| Total Expense Ratio | 1.30 | 1.28 | 102% |
| Annual Report Gross Expense Ratio | 1.30 | 1.28 | 102% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 8.606 | 3.519 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 361M | 79,778% |
| Annual Yield % from dividends | 1.16 | 2.04 | 57% |
| Returns for 1 year | 11.93 | 0.49 | 2,427% |
| Returns for 3 years | 37.96 | 15.10 | 251% |
| Returns for 5 years | 28.84 | -6.36 | -453% |
| Returns for 10 years | 73.41 | 6.21 | 1,182% |
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