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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
Aug 23, 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 MRBPX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. MRBPX (1.82B). MRBPX pays higher dividends than BALFX: MRBPX (2.24) vs BALFX (1.78). BALFX was incepted earlier than MRBPX: BALFX (25 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: 101.00 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 : 12.57 vs. MRBPX (3.60). BALFX return over 5 years is better than : 33.93 vs. MRBPX (1.74).
| BALFX | MRBPX | BALFX / MRBPX | |
| Total Expense Ratio | 0.61 | 1.17 | 52% |
| Annual Report Gross Expense Ratio | 0.61 | 1.18 | 52% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 10.064 | 1.403 | 717% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.82B | 15,567% |
| Annual Yield % from dividends | 1.78 | 2.24 | 79% |
| Returns for 1 year | 12.57 | 3.60 | 349% |
| Returns for 3 years | 44.90 | 26.87 | 167% |
| Returns for 5 years | 33.93 | 1.74 | 1,949% |
| Returns for 10 years | 82.80 | 24.55 | 337% |
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