Interact to see
Advertisement
Advertisement
BALCX vs BLUIX
BALCX vs BLUIX Comparison
Open Charts BALCX vs BLUIX
BALCX vs BLUIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. BLUIX commentary
Jul 14, 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: 288B vs. BLUIX (266M). BALCX pays higher dividends than BLUIX: BALCX (1.14) vs BLUIX (0.51). 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 : 18.06 vs. BALCX (11.18). BLUIX return over 5 years is better than : 39.05 vs. BALCX (29.01).
| 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 | 8.148 | 10.875 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 266M | 108,271% |
| Annual Yield % from dividends | 1.14 | 0.51 | 224% |
| Returns for 1 year | 11.18 | 18.06 | 62% |
| Returns for 3 years | 36.57 | 48.62 | 75% |
| Returns for 5 years | 29.01 | 39.05 | 74% |
| Returns for 10 years | 72.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers