BALCX
Price
$39.83
Change
+$0.12 (+0.30%)
Updated
Jun 8 closing price
Net Assets
287.61B
RLBCX
Price
$39.93
Change
+$0.12 (+0.30%)
Updated
Jun 8 closing price
Net Assets
287.61B
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BALCX vs RLBCX

Header iconBALCX 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.

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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).
BALCXRLBCXBALCX / RLBCX
Total Expense Ratio1.300.89146%
Annual Report Gross Expense Ratio1.300.89146%
Fund Existence25 years24 years-
Gain YTD7.3247.50498%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets288B288B100%
Annual Yield % from dividends1.161.5277%
Returns for 1 year13.6614.1597%
Returns for 3 years39.4641.2396%
Returns for 5 years28.4930.7493%
Returns for 10 years73.6478.5194%
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