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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
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 MBINX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. MBINX (455M). BALFX pays higher dividends than MBINX: BALFX (1.78) vs MBINX (1.62). 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 : 12.57 vs. MBINX (9.64). BALFX return over 5 years is better than : 33.93 vs. MBINX (0.84).
| 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 | 10.064 | 9.525 | 106% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 455M | 62,198% |
| Annual Yield % from dividends | 1.78 | 1.62 | 110% |
| Returns for 1 year | 12.57 | 9.64 | 130% |
| Returns for 3 years | 44.90 | 26.58 | 169% |
| Returns for 5 years | 33.93 | 0.84 | 4,053% |
| Returns for 10 years | 82.80 | 19.71 | 420% |
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