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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
Aug 23, 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 OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. OSTVX (192M). OSTVX pays higher dividends than BALCX: OSTVX (2.14) vs BALCX (1.16). 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 : 11.76 vs. OSTVX (10.79). BALCX return over 5 years is better than : 29.99 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 | 9.604 | 7.443 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 192M | 147,396% |
| Annual Yield % from dividends | 1.16 | 2.14 | 54% |
| Returns for 1 year | 11.76 | 10.79 | 109% |
| Returns for 3 years | 41.83 | 28.49 | 147% |
| Returns for 5 years | 29.99 | 8.56 | 350% |
| Returns for 10 years | 74.16 | 62.75 | 118% |
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