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BALCX vs GCBUX
BALCX vs GCBUX Comparison
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BALCX vs GCBUX Comparison Chart in %
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BALCX vs. GCBUX 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 GCBUX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. GCBUX (377M). BALCX pays higher dividends than GCBUX: BALCX (1.14) vs GCBUX (0.95). BALCX was incepted earlier than GCBUX: BALCX (25 years) vs GCBUX (6 years). BALCX (1.30) is less costly to investors than GCBUX (0.95). BALCX is a more actively managed with annual turnover of: 50.00 vs. GCBUX (23.00). BALCX has a lower initial minimum investment than GCBUX: BALCX (250) vs GCBUX (250000). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. GCBUX (7.62). BALCX return over 5 years is better than : 29.01 vs. GCBUX (5.93).
| BALCX | GCBUX | BALCX / GCBUX | |
| Total Expense Ratio | 1.30 | 0.95 | 137% |
| Annual Report Gross Expense Ratio | 1.30 | 0.95 | 137% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 8.148 | 7.338 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 377M | 76,393% |
| Annual Yield % from dividends | 1.14 | 0.95 | 120% |
| Returns for 1 year | 11.18 | 7.62 | 147% |
| Returns for 3 years | 36.57 | 17.12 | 214% |
| Returns for 5 years | 29.01 | 5.93 | 489% |
| Returns for 10 years | 72.74 | N/A | - |
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