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BALCX vs LABFX
BALCX vs LABFX Comparison
Open Charts BALCX vs LABFX
BALCX vs LABFX Comparison Chart in %
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BALCX vs. LABFX commentary
Jun 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 LABFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. LABFX (2.07B). LABFX pays higher dividends than BALCX: LABFX (2.24) vs BALCX (1.16). BALCX was incepted earlier than LABFX: BALCX (25 years) vs LABFX (32 years). LABFX (1.31) and BALCX (1.30) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 50.00 vs. LABFX (31.00). BALCX has a lower initial minimum investment than LABFX: BALCX (250) vs LABFX (1500). LABFX (16.19) and BALCX (16.05) have marching annual gain over last year. BALCX return over 5 years is better than : 33.55 vs. LABFX (19.64).
| BALCX | LABFX | BALCX / LABFX | |
| Total Expense Ratio | 1.30 | 1.31 | 99% |
| Annual Report Gross Expense Ratio | 1.30 | 1.31 | 99% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 9.388 | 6.059 | 155% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.07B | 13,920% |
| Annual Yield % from dividends | 1.16 | 2.24 | 52% |
| Returns for 1 year | 16.05 | 16.19 | 99% |
| Returns for 3 years | 36.57 | 39.43 | 93% |
| Returns for 5 years | 33.55 | 19.64 | 171% |
| Returns for 10 years | 78.97 | 78.69 | 100% |
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