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BALCX vs IYBIX
BALCX vs IYBIX Comparison
Open Charts BALCX vs IYBIX
BALCX vs IYBIX Comparison Chart in %
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BALCX vs. IYBIX 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 IYBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. IYBIX (1.91B). IYBIX pays higher dividends than BALCX: IYBIX (1.37) vs BALCX (1.16). BALCX was incepted earlier than IYBIX: BALCX (25 years) vs IYBIX (19 years). BALCX (1.30) is less costly to investors than IYBIX (0.84). IYBIX is a more actively managed with annual turnover of: 80.00 vs. BALCX (50.00). IYBIX has a lower initial minimum investment than BALCX: IYBIX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. IYBIX (9.41). BALCX return over 5 years is better than : 28.31 vs. IYBIX (-1.31).
| BALCX | IYBIX | BALCX / IYBIX | |
| Total Expense Ratio | 1.30 | 0.73 | 178% |
| Annual Report Gross Expense Ratio | 1.30 | 0.84 | 155% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 7.959 | 6.324 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.91B | 15,063% |
| Annual Yield % from dividends | 1.16 | 1.37 | 85% |
| Returns for 1 year | 10.48 | 9.41 | 111% |
| Returns for 3 years | 35.58 | 43.19 | 82% |
| Returns for 5 years | 28.31 | -1.31 | -2,163% |
| Returns for 10 years | 73.63 | 26.89 | 274% |
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