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BALCX vs IBLLX
BALCX vs IBLLX Comparison
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BALCX vs IBLLX Comparison Chart in %
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BALCX vs. IBLLX 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 IBLLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. IBLLX (1.53B). BALCX pays higher dividends than IBLLX: BALCX (1.16) vs IBLLX (0.74). BALCX was incepted earlier than IBLLX: BALCX (25 years) vs IBLLX (24 years). IBLLX (1.71) is less costly to investors than BALCX (1.30). BALCX (50.00) and IBLLX (50.00) have comparable annual turnover. BALCX has a lower initial minimum investment than IBLLX: BALCX (250) vs IBLLX (1000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. IBLLX (5.98). BALCX return over 5 years is better than : 29.99 vs. IBLLX (9.50).
| BALCX | IBLLX | BALCX / IBLLX | |
| Total Expense Ratio | 1.30 | 1.71 | 76% |
| Annual Report Gross Expense Ratio | 1.30 | 1.71 | 76% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 9.604 | 5.739 | 167% |
| Front Load | N/A | N/A | - |
| 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 | 0.74 | 156% |
| Returns for 1 year | 11.76 | 5.98 | 197% |
| Returns for 3 years | 41.83 | 26.36 | 159% |
| Returns for 5 years | 29.99 | 9.50 | 316% |
| Returns for 10 years | 74.16 | 52.91 | 140% |
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