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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
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 BALCX is a Hold and BLUIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. BLUIX (254M). BALCX pays higher dividends than BLUIX: BALCX (1.16) vs BLUIX (0.53). BALCX was incepted earlier than BLUIX: BALCX (25 years) vs BLUIX (6 years). BALCX (1.30) and BLUIX (1.29) 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 : 13.27 vs. BALCX (11.76). BLUIX return over 5 years is better than : 36.44 vs. BALCX (29.99).
| BALCX | BLUIX | BALCX / BLUIX | |
| Total Expense Ratio | 1.30 | 1.33 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.29 | 101% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 9.604 | 8.625 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 254M | 111,417% |
| Annual Yield % from dividends | 1.16 | 0.53 | 217% |
| Returns for 1 year | 11.76 | 13.27 | 89% |
| Returns for 3 years | 41.83 | 50.43 | 83% |
| Returns for 5 years | 29.99 | 36.44 | 82% |
| Returns for 10 years | 74.16 | N/A | - |
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