BALCX
Price
$40.03
Change
+$0.07 (+0.18%)
Updated
Jul 31 closing price
Net Assets
288.09B
MNBWX
Price
$19.88
Change
+$0.09 (+0.45%)
Updated
Jul 31 closing price
Net Assets
361.49M
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BALCX vs MNBWX

BALCX vs MNBWX Comparison Chart in %
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BALCX vs. MNBWX commentary
Aug 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 Buy and MNBWX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MNBWX (361M). MNBWX pays higher dividends than BALCX: MNBWX (3.62) vs BALCX (1.16). BALCX was incepted earlier than MNBWX: BALCX (25 years) vs MNBWX (7 years). BALCX (1.30) is less costly to investors than MNBWX (0.75). MNBWX is a more actively managed with annual turnover of: 78.00 vs. BALCX (50.00). MNBWX has a lower initial minimum investment than BALCX: MNBWX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. MNBWX (1.32). BALCX return over 5 years is better than : 28.31 vs. MNBWX (3.30).
BALCXMNBWXBALCX / MNBWX
Total Expense Ratio1.300.101,300%
Annual Report Gross Expense Ratio1.300.75173%
Fund Existence25 years7 years-
Gain YTD7.9594.230188%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B361M79,778%
Annual Yield % from dividends1.163.6232%
Returns for 1 year10.481.32793%
Returns for 3 years35.5818.19196%
Returns for 5 years28.313.30858%
Returns for 10 years73.63N/A-
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