BALCX
Price
$40.51
Change
-$0.07 (-0.17%)
Updated
Sep 4 closing price
Net Assets
282.59B
MPBLX
Price
$15.81
Change
-$0.02 (-0.13%)
Updated
Sep 4 closing price
Net Assets
468M
Interact to see
Advertisement

BALCX vs MPBLX

BALCX vs MPBLX Comparison Chart in %
View a ticker or compare two or three
VS
BALCX vs. MPBLX commentary
Sep 05, 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 MPBLX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. MPBLX (468M). MPBLX pays higher dividends than BALCX: MPBLX (2.86) vs BALCX (1.14). BALCX was incepted earlier than MPBLX: BALCX (25 years) vs MPBLX (26 years). BALCX (1.30) is less costly to investors than MPBLX (0.90). BALCX is a more actively managed with annual turnover of: 50.00 vs. MPBLX (27.04). BALCX has a lower initial minimum investment than MPBLX: BALCX (250) vs MPBLX (10000). MPBLX annual gain was more profitable for investors over the last year : 10.57 vs. BALCX (9.56). BALCX return over 5 years is better than : 27.55 vs. MPBLX (14.27).
BALCXMPBLXBALCX / MPBLX
Total Expense Ratio1.300.87149%
Annual Report Gross Expense Ratio1.300.90144%
Fund Existence25 years26 years-
Gain YTD9.2549.38699%
Front LoadN/AN/A-
Min. Initial Investment250100003%
Min. Initial Investment IRAN/AN/A-
Net Assets283B468M60,470%
Annual Yield % from dividends1.142.8640%
Returns for 1 year9.5610.5790%
Returns for 3 years39.7941.3696%
Returns for 5 years27.5514.27193%
Returns for 10 years73.6762.38118%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WMRIX17.29N/A
N/A
Wilmington Real Asset Institutional
TRBCX214.82N/A
N/A
T. Rowe Price Blue Chip Growth
TSCWX23.84N/A
N/A
Nuveen Quant Small Cap Equity W
JECTX20.31N/A
N/A
Janus Henderson Global Sust Eq C
CSHZX14.51-0.01
-0.07%
NYLIM Cushing® MLP Premier Class I