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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. BLUIX (252M). BALCX pays higher dividends than BLUIX: BALCX (1.14) vs BLUIX (0.53). BALCX was incepted earlier than BLUIX: BALCX (26 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 : 7.15 vs. BALCX (5.86). BLUIX return over 5 years is better than : 32.77 vs. BALCX (27.49).
| BALCX | BLUIX | BALCX / BLUIX | |
| Total Expense Ratio | 1.30 | 1.33 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.29 | 101% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 7.959 | 6.750 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 252M | 113,095% |
| Annual Yield % from dividends | 1.14 | 0.53 | 216% |
| Returns for 1 year | 5.86 | 7.15 | 82% |
| Returns for 3 years | 38.31 | 44.64 | 86% |
| Returns for 5 years | 27.49 | 32.77 | 84% |
| Returns for 10 years | 75.19 | N/A | - |
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