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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
Sep 13, 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: 285B vs. IBLLX (1.49B). BALCX pays higher dividends than IBLLX: BALCX (1.14) vs IBLLX (0.73). BALCX was incepted earlier than IBLLX: BALCX (26 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 : 5.86 vs. IBLLX (1.80). BALCX return over 5 years is better than : 27.49 vs. IBLLX (8.19).
| BALCX | IBLLX | BALCX / IBLLX | |
| Total Expense Ratio | 1.30 | 1.71 | 76% |
| Annual Report Gross Expense Ratio | 1.30 | 1.71 | 76% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 7.959 | 4.445 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.49B | 19,076% |
| Annual Yield % from dividends | 1.14 | 0.73 | 157% |
| Returns for 1 year | 5.86 | 1.80 | 325% |
| Returns for 3 years | 38.31 | 23.05 | 166% |
| Returns for 5 years | 27.49 | 8.19 | 336% |
| Returns for 10 years | 75.19 | 54.38 | 138% |
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