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BALCX vs MRBPX
BALCX vs MRBPX Comparison
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BALCX vs MRBPX Comparison Chart in %
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BALCX vs. MRBPX commentary
Jun 23, 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 MRBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MRBPX (1.82B). MRBPX pays higher dividends than BALCX: MRBPX (2.62) vs BALCX (1.16). BALCX was incepted earlier than MRBPX: BALCX (25 years) vs MRBPX (23 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 : 15.81 vs. MRBPX (11.55). BALCX return over 5 years is better than : 31.93 vs. MRBPX (11.54).
| 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 | 23 years | - |
| Gain YTD | 9.011 | 8.098 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.82B | 15,824% |
| Annual Yield % from dividends | 1.16 | 2.62 | 44% |
| Returns for 1 year | 15.81 | 11.55 | 137% |
| Returns for 3 years | 41.11 | 33.70 | 122% |
| Returns for 5 years | 31.93 | 11.54 | 277% |
| Returns for 10 years | 80.43 | 39.52 | 203% |
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