BALFX
Price
$40.41
Change
+$0.10 (+0.25%)
Updated
Sep 11 closing price
Net Assets
284.75B
MACPX
Price
$27.93
Change
+$0.14 (+0.50%)
Updated
Sep 11 closing price
Net Assets
1.8B
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BALFX vs MACPX

BALFX vs MACPX Comparison Chart in %
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BALFX vs. MACPX 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 BALFX is a Buy and MACPX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. MACPX (1.8B). MACPX pays higher dividends than BALFX: MACPX (2.40) vs BALFX (1.76). BALFX was incepted earlier than MACPX: BALFX (26 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: 132.00 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 : 6.65 vs. MACPX (2.13). BALFX return over 5 years is better than : 31.40 vs. MACPX (8.01).
BALFXMACPXBALFX / MACPX
Total Expense Ratio0.610.54113%
Annual Report Gross Expense Ratio0.610.55111%
Fund Existence26 years53 years-
Gain YTD8.4802.171391%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets285B1.8B15,833%
Annual Yield % from dividends1.762.4073%
Returns for 1 year6.652.13313%
Returns for 3 years41.3329.76139%
Returns for 5 years31.408.01392%
Returns for 10 years83.8942.77196%
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