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BALCX vs BLUIX
BALCX vs BLUIX Comparison
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BALCX vs BLUIX Comparison Chart in %
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BALCX vs. BLUIX commentary
Jun 24, 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 BALCX is a Buy and BLUIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. BLUIX (273M). BALCX pays higher dividends than BLUIX: BALCX (1.16) vs BLUIX (0.51). BALCX was incepted earlier than BLUIX: BALCX (25 years) vs BLUIX (6 years). BALCX (1.30) and BLUIX (1.27) have similar cost to investors . BLUIX is a more actively managed with annual turnover of: 196.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than BLUIX: BALCX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 24.15 vs. BALCX (13.99). BLUIX return over 5 years is better than : 44.55 vs. BALCX (30.03).
| BALCX | BLUIX | BALCX / BLUIX | |
| Total Expense Ratio | 1.30 | 1.31 | 99% |
| Annual Report Gross Expense Ratio | 1.30 | 1.27 | 102% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 7.905 | 13.500 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 273M | 105,495% |
| Annual Yield % from dividends | 1.16 | 0.51 | 227% |
| Returns for 1 year | 13.99 | 24.15 | 58% |
| Returns for 3 years | 39.68 | 57.05 | 70% |
| Returns for 5 years | 30.03 | 44.55 | 67% |
| Returns for 10 years | 78.60 | N/A | - |
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