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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
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 OSTVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. OSTVX (191M). OSTVX pays higher dividends than BALCX: OSTVX (2.15) vs BALCX (1.14). BALCX was incepted earlier than OSTVX: BALCX (25 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). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. OSTVX (10.11). BALCX return over 5 years is better than : 29.01 vs. OSTVX (8.56).
| BALCX | OSTVX | BALCX / OSTVX | |
| Total Expense Ratio | 1.30 | 0.98 | 133% |
| Annual Report Gross Expense Ratio | 1.30 | 0.98 | 133% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 8.148 | 6.167 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 191M | 150,785% |
| Annual Yield % from dividends | 1.14 | 2.15 | 53% |
| Returns for 1 year | 11.18 | 10.11 | 111% |
| Returns for 3 years | 36.57 | 25.66 | 142% |
| Returns for 5 years | 29.01 | 8.56 | 339% |
| Returns for 10 years | 72.74 | 62.30 | 117% |
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