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BALCX vs OAYBX
BALCX vs OAYBX Comparison
Open Charts BALCX vs OAYBX
BALCX vs OAYBX Comparison Chart in %
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BALCX vs. OAYBX 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 OAYBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. OAYBX (5.99B). OAYBX pays higher dividends than BALCX: OAYBX (2.35) vs BALCX (1.16). BALCX was incepted earlier than OAYBX: BALCX (25 years) vs OAYBX (10 years). BALCX (1.30) is less costly to investors than OAYBX (0.63). OAYBX is a more actively managed with annual turnover of: 69.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than OAYBX: BALCX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 11.98 vs. BALCX (10.48). BALCX return over 5 years is better than : 28.31 vs. OAYBX (23.57).
| BALCX | OAYBX | BALCX / OAYBX | |
| Total Expense Ratio | 1.30 | 0.63 | 206% |
| Annual Report Gross Expense Ratio | 1.30 | 0.63 | 206% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 7.959 | 4.888 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.99B | 4,807% |
| Annual Yield % from dividends | 1.16 | 2.35 | 49% |
| Returns for 1 year | 10.48 | 11.98 | 87% |
| Returns for 3 years | 35.58 | 33.29 | 107% |
| Returns for 5 years | 28.31 | 23.57 | 120% |
| Returns for 10 years | 73.63 | N/A | - |
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