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BALFX vs MBNAX
BALFX vs MBNAX Comparison
Open Charts BALFX vs MBNAX
BALFX vs MBNAX Comparison Chart in %
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BALFX vs. MBNAX 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 MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. MBNAX (443M). MBNAX pays higher dividends than BALFX: MBNAX (1.87) vs BALFX (1.76). BALFX was incepted earlier than MBNAX: BALFX (26 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 : 6.65 vs. MBNAX (5.43). BALFX return over 5 years is better than : 31.40 vs. MBNAX (0.68).
| BALFX | MBNAX | BALFX / MBNAX | |
| Total Expense Ratio | 0.61 | 1.05 | 58% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 8.480 | 7.698 | 110% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.76 | 1.87 | 94% |
| Returns for 1 year | 6.65 | 5.43 | 122% |
| Returns for 3 years | 41.33 | 24.14 | 171% |
| Returns for 5 years | 31.40 | 0.68 | 4,621% |
| Returns for 10 years | 83.89 | 22.14 | 379% |
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