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BALFX vs MRBPX
BALFX vs MRBPX Comparison
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BALFX vs MRBPX Comparison Chart in %
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BALFX vs. MRBPX commentary
Sep 13, 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 MRBPX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. MRBPX (1.8B). MRBPX pays higher dividends than BALFX: MRBPX (2.20) vs BALFX (1.76). BALFX was incepted earlier than MRBPX: BALFX (26 years) vs MRBPX (24 years). MRBPX (1.18) is less costly to investors than BALFX (0.61). MRBPX is a more actively managed with annual turnover of: 132.00 vs. BALFX (50.00). MRBPX has a lower initial minimum investment than BALFX: MRBPX (100) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. MRBPX (-0.10). BALFX return over 5 years is better than : 31.40 vs. MRBPX (0.35).
| BALFX | MRBPX | BALFX / MRBPX | |
| Total Expense Ratio | 0.61 | 1.17 | 52% |
| Annual Report Gross Expense Ratio | 0.61 | 1.18 | 52% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 8.480 | 0.554 | 1,531% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.8B | 15,833% |
| Annual Yield % from dividends | 1.76 | 2.20 | 80% |
| Returns for 1 year | 6.65 | -0.10 | -6,520% |
| Returns for 3 years | 41.33 | 24.16 | 171% |
| Returns for 5 years | 31.40 | 0.35 | 8,981% |
| Returns for 10 years | 83.89 | 25.30 | 332% |
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