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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. MRBPX (1.8B). MRBPX pays higher dividends than BALCX: MRBPX (2.20) vs BALCX (1.14). BALCX was incepted earlier than MRBPX: BALCX (26 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: 132.00 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 : 5.86 vs. MRBPX (-0.10). BALCX return over 5 years is better than : 27.49 vs. MRBPX (0.35).
| BALCX | MRBPX | BALCX / MRBPX | |
| Total Expense Ratio | 1.30 | 1.17 | 111% |
| Annual Report Gross Expense Ratio | 1.30 | 1.18 | 110% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 7.959 | 0.554 | 1,437% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.8B | 15,833% |
| Annual Yield % from dividends | 1.14 | 2.20 | 52% |
| Returns for 1 year | 5.86 | -0.10 | -5,747% |
| Returns for 3 years | 38.31 | 24.16 | 159% |
| Returns for 5 years | 27.49 | 0.35 | 7,862% |
| Returns for 10 years | 75.19 | 25.30 | 297% |
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