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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
Jun 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 Hold and MBNAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. MBNAX (445M). 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 : 17.70 vs. MBNAX (8.88). BALFX return over 5 years is better than : 35.27 vs. MBNAX (-1.72).
| 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 | 9.673 | 4.860 | 199% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 445M | 62,697% |
| Annual Yield % from dividends | 1.75 | 1.88 | 93% |
| Returns for 1 year | 17.70 | 8.88 | 199% |
| Returns for 3 years | 45.43 | 23.53 | 193% |
| Returns for 5 years | 35.27 | -1.72 | -2,051% |
| Returns for 10 years | 85.79 | 19.70 | 436% |
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