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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 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 IBLLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. IBLLX (1.52B). 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 : 10.48 vs. IBLLX (5.02). BALCX return over 5 years is better than : 28.31 vs. IBLLX (8.45).
| 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 | 7.959 | 4.243 | 188% |
| Front Load | N/A | N/A | - |
| 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 | 0.74 | 156% |
| Returns for 1 year | 10.48 | 5.02 | 209% |
| Returns for 3 years | 35.58 | 20.70 | 172% |
| Returns for 5 years | 28.31 | 8.45 | 335% |
| Returns for 10 years | 73.63 | 52.34 | 141% |
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