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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
Aug 03, 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 (449M). MBNAX pays higher dividends than BALFX: MBNAX (1.89) vs BALFX (1.78). 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 : 11.29 vs. MBNAX (9.48). BALFX return over 5 years is better than : 32.23 vs. MBNAX (0.65).
| 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 | 8.372 | 7.730 | 108% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 449M | 64,143% |
| Annual Yield % from dividends | 1.78 | 1.89 | 94% |
| Returns for 1 year | 11.29 | 9.48 | 119% |
| Returns for 3 years | 38.49 | 21.72 | 177% |
| Returns for 5 years | 32.23 | 0.65 | 4,924% |
| Returns for 10 years | 82.24 | 21.28 | 386% |
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