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BALFX vs MACPX
BALFX vs MACPX Comparison
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BALFX vs MACPX Comparison Chart in %
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BALFX vs. MACPX commentary
Aug 03, 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.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MACPX (1.79B). 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 : 11.29 vs. MACPX (5.53). BALFX return over 5 years is better than : 32.23 vs. MACPX (7.35).
| 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 | 8.372 | 0.884 | 947% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.79B | 16,134% |
| Annual Yield % from dividends | 1.78 | 2.44 | 73% |
| Returns for 1 year | 11.29 | 5.53 | 204% |
| Returns for 3 years | 38.49 | 25.50 | 151% |
| Returns for 5 years | 32.23 | 7.35 | 438% |
| Returns for 10 years | 82.24 | 41.15 | 200% |
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