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BALFX vs MBINX
BALFX vs MBINX Comparison
Open Charts BALFX vs MBINX
BALFX vs MBINX Comparison Chart in %
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BALFX vs. MBINX commentary
Jun 04, 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 MBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. MBINX (445M). BALFX pays higher dividends than MBINX: BALFX (1.75) vs MBINX (1.63). BALFX was incepted earlier than MBINX: BALFX (25 years) vs MBINX (18 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 : 17.49 vs. MBINX (8.08). BALFX return over 5 years is better than : 34.77 vs. MBINX (-3.61).
| BALFX | MBINX | BALFX / MBINX | |
| Total Expense Ratio | 0.61 | 1.33 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.43 | 43% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 9.941 | 4.432 | 224% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 445M | 62,697% |
| Annual Yield % from dividends | 1.75 | 1.63 | 107% |
| Returns for 1 year | 17.49 | 8.08 | 217% |
| Returns for 3 years | 45.78 | 22.24 | 206% |
| Returns for 5 years | 34.77 | -3.61 | -963% |
| Returns for 10 years | 86.25 | 17.17 | 502% |
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