Interact to see
Advertisement
Advertisement
BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
BALCX vs IBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. IBALX commentary
Sep 13, 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 IBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. IBALX (1.49B). IBALX pays higher dividends than BALCX: IBALX (1.41) vs BALCX (1.14). BALCX was incepted earlier than IBALX: BALCX (26 years) vs IBALX (32 years). BALCX (1.30) is less costly to investors than IBALX (0.95). BALCX (50.00) and IBALX (50.00) have comparable annual turnover. BALCX has a lower initial minimum investment than IBALX: BALCX (250) vs IBALX (1000). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. IBALX (2.71). BALCX return over 5 years is better than : 27.49 vs. IBALX (12.15).
| BALCX | IBALX | BALCX / IBALX | |
| Total Expense Ratio | 1.30 | 0.95 | 137% |
| Annual Report Gross Expense Ratio | 1.30 | 0.95 | 137% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 7.959 | 4.993 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.49B | 19,076% |
| Annual Yield % from dividends | 1.14 | 1.41 | 81% |
| Returns for 1 year | 5.86 | 2.71 | 216% |
| Returns for 3 years | 38.31 | 26.28 | 146% |
| Returns for 5 years | 27.49 | 12.15 | 226% |
| Returns for 10 years | 75.19 | 62.77 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSLAX | 18.38 | 0.15 | +0.82% |
| Goldman Sachs Large Cap Value A | |||
| SMXAX | 20.41 | 0.15 | +0.74% |
| SEI Extended Market Index A (SIIT) | |||
| VBIAX | 54.47 | 0.25 | +0.46% |
| Vanguard Balanced Index Adm | |||
| VSOYX | 52.26 | 0.16 | +0.31% |
| Victory Sycamore Small Company Opp Y | |||
| JEASX | 19.75 | N/A | N/A |
| Janus Henderson Global Sust Eq A | |||