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BALCX vs IBALX
BALCX vs IBALX Comparison
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BALCX vs. IBALX commentary
Aug 23, 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 IBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. IBALX (1.53B). IBALX pays higher dividends than BALCX: IBALX (1.43) vs BALCX (1.16). BALCX was incepted earlier than IBALX: BALCX (25 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 : 11.76 vs. IBALX (6.92). BALCX return over 5 years is better than : 29.99 vs. IBALX (13.53).
| BALCX | IBALX | BALCX / IBALX | |
| Total Expense Ratio | 1.30 | 0.95 | 137% |
| Annual Report Gross Expense Ratio | 1.30 | 0.95 | 137% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 9.604 | 6.256 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.53B | 18,557% |
| Annual Yield % from dividends | 1.16 | 1.43 | 81% |
| Returns for 1 year | 11.76 | 6.92 | 170% |
| Returns for 3 years | 41.83 | 29.68 | 141% |
| Returns for 5 years | 29.99 | 13.53 | 222% |
| Returns for 10 years | 74.16 | 61.23 | 121% |
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