Interact to see
Advertisement
Advertisement
BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
BALFX vs MBINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MBINX 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 MBINX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. MBINX (443M). BALFX pays higher dividends than MBINX: BALFX (1.76) vs MBINX (1.61). BALFX was incepted earlier than MBINX: BALFX (26 years) vs MBINX (19 years). MBINX (1.43) is less costly to investors than BALFX (0.61). MBINX is a more actively managed with annual turnover of: 201.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than MBINX: BALFX (250) vs MBINX (1000). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. MBINX (5.13). BALFX return over 5 years is better than : 31.40 vs. MBINX (-0.62).
| BALFX | MBINX | BALFX / MBINX | |
| Total Expense Ratio | 0.61 | 1.33 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.43 | 43% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 8.480 | 7.469 | 114% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.76 | 1.61 | 110% |
| Returns for 1 year | 6.65 | 5.13 | 130% |
| Returns for 3 years | 41.33 | 23.17 | 178% |
| Returns for 5 years | 31.40 | -0.62 | -5,050% |
| Returns for 10 years | 83.89 | 19.79 | 424% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers