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BALCX vs RLBAX
BALCX vs RLBAX Comparison
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BALCX vs RLBAX Comparison Chart in %
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BALCX vs. RLBAX commentary
Jun 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX (288B) and RLBAX (288B) have equal amount of cash in the bank . BALCX (1.16) and RLBAX (1.14) have matching dividends . BALCX was incepted earlier than RLBAX: BALCX (25 years) vs RLBAX (24 years). RLBAX (1.32) and BALCX (1.30) have similar cost to investors . BALCX (50.00) and RLBAX (50.00) have comparable annual turnover. BALCX (250) and RLBAX (250) have matching initial minimum investment requirements. BALCX (14.18) and RLBAX (14.14) have marching annual gain over last year. BALCX (28.93) and RLBAX (28.80) have equivalent 5 years return.
| BALCX | RLBAX | BALCX / RLBAX | |
| Total Expense Ratio | 1.30 | 1.32 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.32 | 98% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 8.052 | 8.005 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 288B | 100% |
| Annual Yield % from dividends | 1.16 | 1.14 | 102% |
| Returns for 1 year | 14.18 | 14.14 | 100% |
| Returns for 3 years | 39.45 | 39.33 | 100% |
| Returns for 5 years | 28.93 | 28.80 | 100% |
| Returns for 10 years | 75.53 | 75.31 | 100% |
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