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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
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 MBERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MBERX (442M). MBERX pays higher dividends than BALFX: MBERX (2.18) vs BALFX (1.75). 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 : 14.82 vs. MBERX (8.39). BALFX return over 5 years is better than : 33.97 vs. MBERX (1.24).
| 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 | 8.238 | 4.857 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 442M | 65,158% |
| Annual Yield % from dividends | 1.75 | 2.18 | 80% |
| Returns for 1 year | 14.82 | 8.39 | 177% |
| Returns for 3 years | 42.73 | 24.82 | 172% |
| Returns for 5 years | 33.97 | 1.24 | 2,744% |
| Returns for 10 years | 87.44 | N/A | - |
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