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BALCX vs SBACX
BALCX vs SBACX Comparison
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BALCX vs SBACX Comparison Chart in %
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BALCX vs. SBACX commentary
Jul 14, 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 SBACX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. SBACX (1B). BALCX pays higher dividends than SBACX: BALCX (1.14) vs SBACX (0.55). BALCX was incepted earlier than SBACX: BALCX (25 years) vs SBACX (28 years). SBACX (1.76) is less costly to investors than BALCX (1.30). SBACX is a more actively managed with annual turnover of: 82.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than SBACX: BALCX (250) vs SBACX (2500). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. SBACX (5.93). BALCX return over 5 years is better than : 29.01 vs. SBACX (22.55).
| BALCX | SBACX | BALCX / SBACX | |
| Total Expense Ratio | 1.30 | 1.76 | 74% |
| Annual Report Gross Expense Ratio | 1.30 | 1.76 | 74% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 8.148 | 3.109 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1B | 28,800% |
| Annual Yield % from dividends | 1.14 | 0.55 | 209% |
| Returns for 1 year | 11.18 | 5.93 | 188% |
| Returns for 3 years | 36.57 | 29.68 | 123% |
| Returns for 5 years | 29.01 | 22.55 | 129% |
| Returns for 10 years | 72.74 | 65.68 | 111% |
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