Interact to see
Advertisement
Advertisement
BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
BALFX vs MBNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MBNAX commentary
Jul 14, 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 MBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MBNAX (447M). MBNAX pays higher dividends than BALFX: MBNAX (1.94) vs BALFX (1.75). BALFX was incepted earlier than MBNAX: BALFX (25 years) vs MBNAX (23 years). MBNAX (1.07) is less costly to investors than BALFX (0.61). MBNAX is a more actively managed with annual turnover of: 201.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than MBNAX: BALFX (250) vs MBNAX (15000). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. MBNAX (8.33). BALFX return over 5 years is better than : 32.95 vs. MBNAX (0.49).
| BALFX | MBNAX | BALFX / MBNAX | |
| Total Expense Ratio | 0.61 | 1.05 | 58% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 8.533 | 6.700 | 127% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 447M | 64,430% |
| Annual Yield % from dividends | 1.75 | 1.94 | 91% |
| Returns for 1 year | 12.01 | 8.33 | 144% |
| Returns for 3 years | 39.55 | 22.61 | 175% |
| Returns for 5 years | 32.95 | 0.49 | 6,714% |
| Returns for 10 years | 81.34 | 19.70 | 413% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement