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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
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 MBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. MBAIX (443M). MBAIX pays higher dividends than BALFX: MBAIX (2.08) vs BALFX (1.76). BALFX was incepted earlier than MBAIX: BALFX (26 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 : 6.65 vs. MBAIX (5.69). BALFX return over 5 years is better than : 31.40 vs. MBAIX (2.04).
| BALFX | MBAIX | BALFX / MBAIX | |
| Total Expense Ratio | 0.61 | 0.82 | 74% |
| Annual Report Gross Expense Ratio | 0.61 | 0.82 | 74% |
| Fund Existence | 26 years | 37 years | - |
| Gain YTD | 8.480 | 7.858 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.76 | 2.08 | 85% |
| Returns for 1 year | 6.65 | 5.69 | 117% |
| Returns for 3 years | 41.33 | 25.11 | 165% |
| Returns for 5 years | 31.40 | 2.04 | 1,536% |
| Returns for 10 years | 83.89 | 24.70 | 340% |
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