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BALCX vs OSTVX
BALCX vs OSTVX Comparison
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BALCX vs OSTVX Comparison Chart in %
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BALCX vs. OSTVX commentary
Sep 13, 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 OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. OSTVX (188M). OSTVX pays higher dividends than BALCX: OSTVX (2.12) vs BALCX (1.14). BALCX was incepted earlier than OSTVX: BALCX (26 years) vs OSTVX (16 years). BALCX (1.30) is less costly to investors than OSTVX (0.98). BALCX is a more actively managed with annual turnover of: 50.00 vs. OSTVX (46.00). BALCX has a lower initial minimum investment than OSTVX: BALCX (250) vs OSTVX (5000). OSTVX (5.92) and BALCX (5.86) have marching annual gain over last year. BALCX return over 5 years is better than : 27.49 vs. OSTVX (6.48).
| BALCX | OSTVX | BALCX / OSTVX | |
| Total Expense Ratio | 1.30 | 0.98 | 133% |
| Annual Report Gross Expense Ratio | 1.30 | 0.98 | 133% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 7.959 | 4.948 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 188M | 151,596% |
| Annual Yield % from dividends | 1.14 | 2.12 | 54% |
| Returns for 1 year | 5.86 | 5.92 | 99% |
| Returns for 3 years | 38.31 | 25.34 | 151% |
| Returns for 5 years | 27.49 | 6.48 | 424% |
| Returns for 10 years | 75.19 | 60.32 | 125% |
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