BALFX
Price
$40.75
Change
-$0.03 (-0.07%)
Updated
Jul 10 closing price
Net Assets
288.09B
MBACX
Price
$32.67
Change
+$0.07 (+0.21%)
Updated
Jul 10 closing price
Net Assets
447.34M
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BALFX vs MBACX

BALFX vs MBACX Comparison Chart in %
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BALFX vs. MBACX commentary
Jul 14, 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 MBACX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MBACX (447M). BALFX pays higher dividends than MBACX: BALFX (1.75) vs MBACX (0.92). BALFX was incepted earlier than MBACX: BALFX (25 years) vs MBACX (24 years). MBACX (2.18) is less costly to investors than BALFX (0.61). MBACX is a more actively managed with annual turnover of: 201.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than MBACX: BALFX (250) vs MBACX (1000). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. MBACX (7.16). BALFX return over 5 years is better than : 32.95 vs. MBACX (-4.81).
BALFXMBACXBALFX / MBACX
Total Expense Ratio0.612.0829%
Annual Report Gross Expense Ratio0.612.1828%
Fund Existence25 years24 years-
Gain YTD8.5336.095140%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B447M64,430%
Annual Yield % from dividends1.750.92190%
Returns for 1 year12.017.16168%
Returns for 3 years39.5518.80210%
Returns for 5 years32.95-4.81-685%
Returns for 10 years81.3410.02812%
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