BALFX
Price
$40.75
Change
-$0.03 (-0.07%)
Updated
Jul 10 closing price
Net Assets
288.09B
MNBWX
Price
$19.79
Change
+$0.05 (+0.25%)
Updated
Jul 10 closing price
Net Assets
365.51M
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BALFX vs MNBWX

BALFX vs MNBWX Comparison Chart in %
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BALFX vs. MNBWX 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 MNBWX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MNBWX (366M). MNBWX pays higher dividends than BALFX: MNBWX (3.66) vs BALFX (1.75). BALFX was incepted earlier than MNBWX: BALFX (25 years) vs MNBWX (7 years). MNBWX (0.75) is less costly to investors than BALFX (0.61). MNBWX is a more actively managed with annual turnover of: 78.00 vs. BALFX (50.00). MNBWX has a lower initial minimum investment than BALFX: MNBWX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. MNBWX (0.81). BALFX return over 5 years is better than : 32.95 vs. MNBWX (3.02).
BALFXMNBWXBALFX / MNBWX
Total Expense Ratio0.610.10610%
Annual Report Gross Expense Ratio0.610.7581%
Fund Existence25 years7 years-
Gain YTD8.5333.758227%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B366M78,689%
Annual Yield % from dividends1.753.6648%
Returns for 1 year12.010.811,478%
Returns for 3 years39.5517.34228%
Returns for 5 years32.953.021,090%
Returns for 10 years81.34N/A-
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