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BALFX vs MBACX
BALFX vs MBACX Comparison
Open Charts BALFX vs MBACX
BALFX vs MBACX Comparison Chart in %
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BALFX vs. MBACX 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 MBACX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MBACX (449M). BALFX pays higher dividends than MBACX: BALFX (1.78) vs MBACX (0.90). 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 : 11.29 vs. MBACX (8.32). BALFX return over 5 years is better than : 32.23 vs. MBACX (-4.65).
| BALFX | MBACX | BALFX / MBACX | |
| Total Expense Ratio | 0.61 | 2.08 | 29% |
| Annual Report Gross Expense Ratio | 0.61 | 2.18 | 28% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 8.372 | 7.069 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 449M | 64,143% |
| Annual Yield % from dividends | 1.78 | 0.90 | 198% |
| Returns for 1 year | 11.29 | 8.32 | 136% |
| Returns for 3 years | 38.49 | 17.94 | 215% |
| Returns for 5 years | 32.23 | -4.65 | -693% |
| Returns for 10 years | 82.24 | 11.45 | 718% |