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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
Jul 14, 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 (5.84B). OAYBX pays higher dividends than BALCX: OAYBX (2.43) vs BALCX (1.14). 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). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. OAYBX (9.13). BALCX return over 5 years is better than : 29.01 vs. OAYBX (23.03).
| 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 | 8.148 | 3.045 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.84B | 4,931% |
| Annual Yield % from dividends | 1.14 | 2.43 | 47% |
| Returns for 1 year | 11.18 | 9.13 | 123% |
| Returns for 3 years | 36.57 | 32.71 | 112% |
| Returns for 5 years | 29.01 | 23.03 | 126% |
| Returns for 10 years | 72.74 | N/A | - |
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