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BALCX vs RLBBX
BALCX vs RLBBX Comparison
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BALCX vs RLBBX Comparison Chart in %
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BALCX vs. RLBBX commentary
Aug 10, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX (288B) and RLBBX (288B) have equal amount of cash in the bank . BALCX (1.16) and RLBBX (1.13) have matching dividends . BALCX was incepted earlier than RLBBX: BALCX (25 years) vs RLBBX (24 years). RLBBX (1.33) and BALCX (1.30) have similar cost to investors . BALCX (50.00) and RLBBX (50.00) have comparable annual turnover. BALCX (250) and RLBBX (250) have matching initial minimum investment requirements. BALCX (12.35) and RLBBX (12.29) have marching annual gain over last year. BALCX (30.24) and RLBBX (30.12) have equivalent 5 years return.
| BALCX | RLBBX | BALCX / RLBBX | |
| Total Expense Ratio | 1.30 | 1.33 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.33 | 98% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 9.847 | 9.807 | 100% |
| 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 | 1.13 | 102% |
| Returns for 1 year | 12.35 | 12.29 | 100% |
| Returns for 3 years | 38.80 | 38.70 | 100% |
| Returns for 5 years | 30.24 | 30.12 | 100% |
| Returns for 10 years | 75.18 | 74.95 | 100% |
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