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BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
BALFX vs MBAIX Comparison Chart in %
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BALFX vs. MBAIX commentary
Jun 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 Hold and MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. MBAIX (445M). MBAIX pays higher dividends than BALFX: MBAIX (2.10) vs BALFX (1.75). BALFX was incepted earlier than MBAIX: BALFX (25 years) vs MBAIX (37 years). MBAIX (0.82) is less costly to investors than BALFX (0.61). MBAIX is a more actively managed with annual turnover of: 201.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than MBAIX: BALFX (250) vs MBAIX (1000000). BALFX annual gain was more profitable for investors over the last year : 17.70 vs. MBAIX (9.18). BALFX return over 5 years is better than : 35.27 vs. MBAIX (-0.38).
| BALFX | MBAIX | BALFX / MBAIX | |
| Total Expense Ratio | 0.61 | 0.82 | 74% |
| Annual Report Gross Expense Ratio | 0.61 | 0.82 | 74% |
| Fund Existence | 25 years | 37 years | - |
| Gain YTD | 9.673 | 4.968 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 445M | 62,697% |
| Annual Yield % from dividends | 1.75 | 2.10 | 83% |
| Returns for 1 year | 17.70 | 9.18 | 193% |
| Returns for 3 years | 45.43 | 24.50 | 185% |
| Returns for 5 years | 35.27 | -0.38 | -9,229% |
| Returns for 10 years | 85.79 | 22.16 | 387% |
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