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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
Aug 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 BALFX is a Hold and MACPX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. MACPX (1.82B). MACPX pays higher dividends than BALFX: MACPX (2.44) vs BALFX (1.78). 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 : 12.57 vs. MACPX (5.89). BALFX return over 5 years is better than : 33.93 vs. MACPX (9.47).
| 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 | 10.064 | 2.980 | 338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.82B | 15,567% |
| Annual Yield % from dividends | 1.78 | 2.44 | 73% |
| Returns for 1 year | 12.57 | 5.89 | 213% |
| Returns for 3 years | 44.90 | 32.60 | 138% |
| Returns for 5 years | 33.93 | 9.47 | 358% |
| Returns for 10 years | 82.80 | 41.91 | 198% |
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