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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
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 IBLLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. IBLLX (1.53B). BALCX pays higher dividends than IBLLX: BALCX (1.16) vs IBLLX (0.71). 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 : 15.81 vs. IBLLX (9.63). BALCX return over 5 years is better than : 31.93 vs. IBLLX (11.76).
| 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 | 9.011 | 4.548 | 198% |
| Front Load | N/A | N/A | - |
| 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 | 0.71 | 164% |
| Returns for 1 year | 15.81 | 9.63 | 164% |
| Returns for 3 years | 41.11 | 24.58 | 167% |
| Returns for 5 years | 31.93 | 11.76 | 272% |
| Returns for 10 years | 80.43 | 58.90 | 137% |
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