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BALCX vs RLBFX
BALCX vs RLBFX Comparison
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BALCX vs RLBFX Comparison Chart in %
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BALCX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX (285B) and RLBFX (285B) have equal amount of cash in the bank . RLBFX pays higher dividends than BALCX: RLBFX (2.03) vs BALCX (1.14). BALCX was incepted earlier than RLBFX: BALCX (26 years) vs RLBFX (24 years). BALCX (1.30) is less costly to investors than RLBFX (0.30). BALCX (50.00) and RLBFX (50.00) have comparable annual turnover. BALCX (250) and RLBFX (250) have matching initial minimum investment requirements. RLBFX annual gain was more profitable for investors over the last year : 6.46 vs. BALCX (5.58). RLBFX return over 5 years is better than : 31.58 vs. BALCX (26.31).
| BALCX | RLBFX | BALCX / RLBFX | |
| Total Expense Ratio | 1.30 | 0.30 | 433% |
| Annual Report Gross Expense Ratio | 1.30 | 0.30 | 433% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 7.501 | 7.981 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 285B | 100% |
| Annual Yield % from dividends | 1.14 | 2.03 | 56% |
| Returns for 1 year | 5.58 | 6.46 | 86% |
| Returns for 3 years | 37.95 | 41.94 | 90% |
| Returns for 5 years | 26.31 | 31.58 | 83% |
| Returns for 10 years | 74.25 | 86.91 | 85% |
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