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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
Aug 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 Hold and NBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. NBIAX (1.82B). NBIAX pays higher dividends than BALCX: NBIAX (2.11) 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 : 10.84 vs. NBIAX (8.83). BALCX return over 5 years is better than : 28.72 vs. NBIAX (9.58).
| 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 | 9.793 | 6.177 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.82B | 15,567% |
| Annual Yield % from dividends | 1.16 | 2.11 | 55% |
| Returns for 1 year | 10.84 | 8.83 | 123% |
| Returns for 3 years | 41.70 | 35.59 | 117% |
| Returns for 5 years | 28.72 | 9.58 | 300% |
| Returns for 10 years | 75.65 | 32.48 | 233% |
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