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BALCX vs MNBWX
BALCX vs MNBWX Comparison
Open Charts BALCX vs MNBWX
BALCX vs MNBWX Comparison Chart in %
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BALCX vs. MNBWX commentary
Aug 24, 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 MNBWX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. MNBWX (360M). 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 : 11.76 vs. MNBWX (2.14). BALCX return over 5 years is better than : 29.99 vs. MNBWX (5.19).
| BALCX | MNBWX | BALCX / MNBWX | |
| Total Expense Ratio | 1.30 | 0.10 | 1,300% |
| Annual Report Gross Expense Ratio | 1.30 | 0.75 | 173% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.604 | 5.593 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 360M | 78,611% |
| Annual Yield % from dividends | 1.16 | 3.62 | 32% |
| Returns for 1 year | 11.76 | 2.14 | 549% |
| Returns for 3 years | 41.83 | 23.09 | 181% |
| Returns for 5 years | 29.99 | 5.19 | 578% |
| Returns for 10 years | 74.16 | N/A | - |
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