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BALCX vs NBIAX
BALCX vs NBIAX Comparison
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BALCX vs NBIAX Comparison Chart in %
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BALCX vs. NBIAX commentary
Jun 28, 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 NBIAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. NBIAX (1.73B). NBIAX pays higher dividends than BALCX: NBIAX (1.87) vs BALCX (1.16). BALCX was incepted earlier than NBIAX: BALCX (25 years) vs NBIAX (30 years). BALCX (1.30) is less costly to investors than NBIAX (0.99). BALCX is a more actively managed with annual turnover of: 50.00 vs. NBIAX (22.00). BALCX has a lower initial minimum investment than NBIAX: BALCX (250) vs NBIAX (2000). BALCX annual gain was more profitable for investors over the last year : 12.78 vs. NBIAX (10.92). BALCX return over 5 years is better than : 30.54 vs. NBIAX (1.30).
| BALCX | NBIAX | BALCX / NBIAX | |
| Total Expense Ratio | 1.30 | 0.99 | 131% |
| Annual Report Gross Expense Ratio | 1.30 | 0.99 | 131% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 8.498 | 3.619 | 235% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.73B | 16,628% |
| Annual Yield % from dividends | 1.16 | 1.87 | 62% |
| Returns for 1 year | 12.78 | 10.92 | 117% |
| Returns for 3 years | 39.61 | 28.85 | 137% |
| Returns for 5 years | 30.54 | 1.30 | 2,348% |
| Returns for 10 years | 79.35 | 36.24 | 219% |
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