BALFX
Price
$40.74
Change
-$0.13 (-0.32%)
Updated
Jun 22 closing price
Net Assets
287.61B
MBACX
Price
$32.19
Change
+$0.02 (+0.06%)
Updated
Jun 22 closing price
Net Assets
441.94M
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BALFX vs MBACX

BALFX vs MBACX Comparison Chart in %
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BALFX vs. MBACX commentary
Jun 24, 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 MBACX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MBACX (442M). BALFX pays higher dividends than MBACX: BALFX (1.75) vs MBACX (0.89). BALFX was incepted earlier than MBACX: BALFX (25 years) vs MBACX (23 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 : 14.82 vs. MBACX (6.81). BALFX return over 5 years is better than : 33.97 vs. MBACX (-5.80).
BALFXMBACXBALFX / MBACX
Total Expense Ratio0.612.0829%
Annual Report Gross Expense Ratio0.612.1828%
Fund Existence25 years23 years-
Gain YTD8.2384.167198%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B442M65,158%
Annual Yield % from dividends1.750.89198%
Returns for 1 year14.826.81218%
Returns for 3 years42.7319.68217%
Returns for 5 years33.97-5.80-586%
Returns for 10 years87.4411.68749%
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