BALCX
Price
$39.86
Change
-$0.17 (-0.42%)
Updated
Sep 14 closing price
Net Assets
284.75B
RLBEX
Price
$40.12
Change
-$0.25 (-0.62%)
Updated
Sep 14 closing price
Net Assets
284.75B
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BALCX vs RLBEX

BALCX vs RLBEX Comparison Chart in %
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BALCX vs. RLBEX commentary
Sep 16, 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 RLBEX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX (285B) and RLBEX (285B) have equal amount of cash in the bank . RLBEX pays higher dividends than BALCX: RLBEX (1.77) vs BALCX (1.14). BALCX was incepted earlier than RLBEX: BALCX (26 years) vs RLBEX (24 years). BALCX (1.30) is less costly to investors than RLBEX (0.60). BALCX (50.00) and RLBEX (50.00) have comparable annual turnover. BALCX (250) and RLBEX (250) have matching initial minimum investment requirements. RLBEX annual gain was more profitable for investors over the last year : 6.17 vs. BALCX (5.58). RLBEX return over 5 years is better than : 29.99 vs. BALCX (26.31).
BALCXRLBEXBALCX / RLBEX
Total Expense Ratio1.300.60217%
Annual Report Gross Expense Ratio1.300.60217%
Fund Existence26 years24 years-
Gain YTD7.5017.82596%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets285B285B100%
Annual Yield % from dividends1.141.7765%
Returns for 1 year5.586.1790%
Returns for 3 years37.9540.7193%
Returns for 5 years26.3129.9988%
Returns for 10 years74.2585.3887%
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