Interact to see
Advertisement
Advertisement
BALFX vs MBAIX
BALFX vs MBAIX Comparison
Open Charts BALFX vs MBAIX
BALFX vs MBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MBAIX commentary
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MBAIX (447M). MBAIX pays higher dividends than BALFX: MBAIX (2.16) 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 : 12.01 vs. MBAIX (8.59). BALFX return over 5 years is better than : 32.95 vs. MBAIX (1.82).
| 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 | 8.533 | 6.799 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 447M | 64,430% |
| Annual Yield % from dividends | 1.75 | 2.16 | 81% |
| Returns for 1 year | 12.01 | 8.59 | 140% |
| Returns for 3 years | 39.55 | 23.54 | 168% |
| Returns for 5 years | 32.95 | 1.82 | 1,809% |
| Returns for 10 years | 81.34 | 22.18 | 367% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement