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BALFX vs MBAIX
BALFX vs MBAIX Comparison
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BALFX vs MBAIX Comparison Chart in %
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BALFX vs. MBAIX 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 MBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MBAIX (442M). 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 : 14.82 vs. MBAIX (8.27). BALFX return over 5 years is better than : 33.97 vs. MBAIX (0.79).
| 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 | 8.238 | 4.809 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 442M | 65,158% |
| Annual Yield % from dividends | 1.75 | 2.10 | 83% |
| Returns for 1 year | 14.82 | 8.27 | 179% |
| Returns for 3 years | 42.73 | 24.49 | 175% |
| Returns for 5 years | 33.97 | 0.79 | 4,294% |
| Returns for 10 years | 87.44 | 23.72 | 369% |
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