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BALCX vs RLBCX
BALCX vs RLBCX Comparison
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BALCX vs RLBCX Comparison Chart in %
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BALCX vs. RLBCX commentary
Jun 09, 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX (288B) and RLBCX (288B) have equal amount of cash in the bank . RLBCX pays higher dividends than BALCX: RLBCX (1.52) vs BALCX (1.16). BALCX was incepted earlier than RLBCX: BALCX (25 years) vs RLBCX (24 years). BALCX (1.30) is less costly to investors than RLBCX (0.89). BALCX (50.00) and RLBCX (50.00) have comparable annual turnover. BALCX (250) and RLBCX (250) have matching initial minimum investment requirements. RLBCX (14.15) and BALCX (13.66) have marching annual gain over last year. RLBCX return over 5 years is better than : 30.74 vs. BALCX (28.49).
| BALCX | RLBCX | BALCX / RLBCX | |
| Total Expense Ratio | 1.30 | 0.89 | 146% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 7.324 | 7.504 | 98% |
| 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 | 1.52 | 77% |
| Returns for 1 year | 13.66 | 14.15 | 97% |
| Returns for 3 years | 39.46 | 41.23 | 96% |
| Returns for 5 years | 28.49 | 30.74 | 93% |
| Returns for 10 years | 73.64 | 78.51 | 94% |
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