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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
Sep 13, 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 MBERX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. MBERX (443M). MBERX pays higher dividends than BALFX: MBERX (2.15) vs BALFX (1.76). BALFX was incepted earlier than MBERX: BALFX (26 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 : 6.65 vs. MBERX (5.77). BALFX return over 5 years is better than : 31.40 vs. MBERX (2.51).
| BALFX | MBERX | BALFX / MBERX | |
| Total Expense Ratio | 0.61 | 0.73 | 84% |
| Annual Report Gross Expense Ratio | 0.61 | 0.73 | 84% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 8.480 | 7.926 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.76 | 2.15 | 82% |
| Returns for 1 year | 6.65 | 5.77 | 115% |
| Returns for 3 years | 41.33 | 25.43 | 162% |
| Returns for 5 years | 31.40 | 2.51 | 1,252% |
| Returns for 10 years | 83.89 | N/A | - |
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