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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. MBACX (443M). BALFX pays higher dividends than MBACX: BALFX (1.76) vs MBACX (0.89). BALFX was incepted earlier than MBACX: BALFX (26 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 : 6.65 vs. MBACX (4.29). BALFX return over 5 years is better than : 31.40 vs. MBACX (-4.64).
| BALFX | MBACX | BALFX / MBACX | |
| Total Expense Ratio | 0.61 | 2.08 | 29% |
| Annual Report Gross Expense Ratio | 0.61 | 2.18 | 28% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 8.480 | 6.907 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.76 | 0.89 | 198% |
| Returns for 1 year | 6.65 | 4.29 | 155% |
| Returns for 3 years | 41.33 | 20.30 | 204% |
| Returns for 5 years | 31.40 | -4.64 | -677% |
| Returns for 10 years | 83.89 | 12.21 | 687% |
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