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BALFX vs MACPX
BALFX vs MACPX Comparison
Open Charts BALFX vs MACPX
BALFX vs MACPX Comparison Chart in %
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BALFX vs. MACPX commentary
Jun 04, 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 BALFX is a Hold and MACPX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. MACPX (1.83B). MACPX pays higher dividends than BALFX: MACPX (2.74) vs BALFX (1.75). BALFX was incepted earlier than MACPX: BALFX (25 years) vs MACPX (53 years). BALFX (0.61) is less costly to investors than MACPX (0.55). MACPX is a more actively managed with annual turnover of: 101.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than MACPX: BALFX (250) vs MACPX (2000000). BALFX annual gain was more profitable for investors over the last year : 17.70 vs. MACPX (13.62). BALFX return over 5 years is better than : 35.27 vs. MACPX (20.42).
| BALFX | MACPX | BALFX / MACPX | |
| Total Expense Ratio | 0.61 | 0.54 | 113% |
| Annual Report Gross Expense Ratio | 0.61 | 0.55 | 111% |
| Fund Existence | 25 years | 53 years | - |
| Gain YTD | 9.673 | 8.895 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 1.83B | 15,279% |
| Annual Yield % from dividends | 1.75 | 2.74 | 64% |
| Returns for 1 year | 17.70 | 13.62 | 130% |
| Returns for 3 years | 45.43 | 39.90 | 114% |
| Returns for 5 years | 35.27 | 20.42 | 173% |
| Returns for 10 years | 85.79 | 54.20 | 158% |
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