BALCX
Price
$40.69
Change
+$0.10 (+0.25%)
Updated
Jun 2 closing price
Net Assets
278.87B
GCBUX
Price
$38.26
Change
+$0.09 (+0.24%)
Updated
Jun 2 closing price
Net Assets
387.06M
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BALCX vs GCBUX

Header iconBALCX vs GCBUX Comparison
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BALCX vs GCBUX Comparison Chart in %
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BALCX vs. GCBUX commentary
Jun 03, 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 GCBUX is a Hold.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. GCBUX (387M). BALCX pays higher dividends than GCBUX: BALCX (1.16) vs GCBUX (0.65). 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 : 16.84 vs. GCBUX (10.36). BALCX return over 5 years is better than : 31.27 vs. GCBUX (10.36).
BALCXGCBUXBALCX / GCBUX
Total Expense Ratio1.300.95137%
Annual Report Gross Expense Ratio1.300.95137%
Fund Existence25 years6 years-
Gain YTD9.3727.400127%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets279B387M72,093%
Annual Yield % from dividends1.160.65180%
Returns for 1 year16.8410.36163%
Returns for 3 years42.3220.29209%
Returns for 5 years31.2710.36302%
Returns for 10 years77.17N/A-
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