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BALCX vs IBALX
BALCX vs IBALX Comparison
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BALCX vs. IBALX commentary
Aug 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 Buy and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. IBALX (1.52B). 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 : 10.48 vs. IBALX (5.96). BALCX return over 5 years is better than : 28.31 vs. IBALX (12.39).
| 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 | 7.959 | 4.684 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.52B | 19,010% |
| Annual Yield % from dividends | 1.16 | 1.43 | 81% |
| Returns for 1 year | 10.48 | 5.96 | 176% |
| Returns for 3 years | 35.58 | 23.88 | 149% |
| Returns for 5 years | 28.31 | 12.39 | 228% |
| Returns for 10 years | 73.63 | 60.62 | 121% |
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