Interact to see
Advertisement
Advertisement
BALCX vs MRBPX
BALCX vs MRBPX Comparison
Open Charts BALCX vs MRBPX
BALCX vs MRBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MRBPX commentary
Jul 14, 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 MRBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MRBPX (1.81B). MRBPX pays higher dividends than BALCX: MRBPX (2.64) vs BALCX (1.14). BALCX was incepted earlier than MRBPX: BALCX (25 years) vs MRBPX (24 years). BALCX (1.30) is less costly to investors than MRBPX (1.18). MRBPX is a more actively managed with annual turnover of: 101.00 vs. BALCX (50.00). MRBPX has a lower initial minimum investment than BALCX: MRBPX (100) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. MRBPX (8.68). BALCX return over 5 years is better than : 29.01 vs. MRBPX (9.17).
| BALCX | MRBPX | BALCX / MRBPX | |
| Total Expense Ratio | 1.30 | 1.17 | 111% |
| Annual Report Gross Expense Ratio | 1.30 | 1.18 | 110% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 8.148 | 7.845 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.81B | 15,920% |
| Annual Yield % from dividends | 1.14 | 2.64 | 43% |
| Returns for 1 year | 11.18 | 8.68 | 129% |
| Returns for 3 years | 36.57 | 30.47 | 120% |
| Returns for 5 years | 29.01 | 9.17 | 316% |
| Returns for 10 years | 72.74 | 33.73 | 216% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FXO | 64.60 | 0.45 | +0.70% |
| First Trust Financials AlphaDEX® ETF | |||
| PSFM | 34.94 | 0.04 | +0.10% |
| Pacer Swan SOS Flex (April) ETF | |||
| XHS | 135.00 | 0.10 | +0.07% |
| Stt Strt® SPDR® S&P®HlthCrSvcsETF | |||
| JABS | 49.83 | -0.01 | -0.02% |
| Janus Henderson Asset-Backed Secs ETF | |||
| OAKI | 26.03 | -0.12 | -0.45% |
| Oakmark International Large Cap ETF | |||