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
Jun 24, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. IBALX (1.53B). IBALX pays higher dividends than BALCX: IBALX (1.37) 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 : 15.81 vs. IBALX (10.62). BALCX return over 5 years is better than : 31.93 vs. IBALX (15.88).
| 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 | 9.011 | 4.930 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.53B | 18,861% |
| Annual Yield % from dividends | 1.16 | 1.37 | 85% |
| Returns for 1 year | 15.81 | 10.62 | 149% |
| Returns for 3 years | 41.11 | 27.89 | 147% |
| Returns for 5 years | 31.93 | 15.88 | 201% |
| Returns for 10 years | 80.43 | 67.27 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers