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BALFX vs MBNAX
BALFX vs MBNAX Comparison
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BALFX vs MBNAX Comparison Chart in %
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BALFX vs. MBNAX commentary
Jun 24, 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 MBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MBNAX (442M). MBNAX pays higher dividends than BALFX: MBNAX (1.88) vs BALFX (1.75). BALFX was incepted earlier than MBNAX: BALFX (25 years) vs MBNAX (22 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 : 14.82 vs. MBNAX (7.98). BALFX return over 5 years is better than : 33.97 vs. MBNAX (-0.56).
| 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 | 22 years | - |
| Gain YTD | 8.238 | 4.700 | 175% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 442M | 65,158% |
| Annual Yield % from dividends | 1.75 | 1.88 | 93% |
| Returns for 1 year | 14.82 | 7.98 | 186% |
| Returns for 3 years | 42.73 | 23.52 | 182% |
| Returns for 5 years | 33.97 | -0.56 | -6,085% |
| Returns for 10 years | 87.44 | 21.24 | 412% |
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