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BALFX vs MBERX
BALFX vs MBERX Comparison
Open Charts BALFX vs MBERX
BALFX vs MBERX Comparison Chart in %
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BALFX vs. MBERX commentary
Aug 23, 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 MBERX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. MBERX (455M). MBERX pays higher dividends than BALFX: MBERX (2.18) vs BALFX (1.78). BALFX was incepted earlier than MBERX: BALFX (25 years) vs MBERX (9 years). MBERX (0.73) is less costly to investors than BALFX (0.61). MBERX is a more actively managed with annual turnover of: 201.00 vs. BALFX (50.00). MBERX has a lower initial minimum investment than BALFX: MBERX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. MBERX (10.33). BALFX return over 5 years is better than : 33.93 vs. MBERX (4.03).
| BALFX | MBERX | BALFX / MBERX | |
| Total Expense Ratio | 0.61 | 0.73 | 84% |
| Annual Report Gross Expense Ratio | 0.61 | 0.73 | 84% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 10.064 | 9.978 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 455M | 62,198% |
| Annual Yield % from dividends | 1.78 | 2.18 | 82% |
| Returns for 1 year | 12.57 | 10.33 | 122% |
| Returns for 3 years | 44.90 | 28.94 | 155% |
| Returns for 5 years | 33.93 | 4.03 | 841% |
| Returns for 10 years | 82.80 | N/A | - |
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