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BALCX vs SIBAX
BALCX vs SIBAX Comparison
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BALCX vs SIBAX Comparison Chart in %
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BALCX vs. SIBAX commentary
Jun 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 Hold and SIBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. SIBAX (76.9M). SIBAX pays higher dividends than BALCX: SIBAX (1.39) vs BALCX (1.16). BALCX was incepted earlier than SIBAX: BALCX (25 years) vs SIBAX (32 years). BALCX (1.30) is less costly to investors than SIBAX (0.89). BALCX is a more actively managed with annual turnover of: 50.00 vs. SIBAX (35.11). BALCX has a lower initial minimum investment than SIBAX: BALCX (250) vs SIBAX (5000). BALCX annual gain was more profitable for investors over the last year : 14.02 vs. SIBAX (11.86). SIBAX return over 5 years is better than : 31.00 vs. BALCX (29.25).
| BALCX | SIBAX | BALCX / SIBAX | |
| Total Expense Ratio | 1.30 | 0.89 | 146% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 8.321 | 2.150 | 387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 76.9M | 374,512% |
| Annual Yield % from dividends | 1.16 | 1.39 | 83% |
| Returns for 1 year | 14.02 | 11.86 | 118% |
| Returns for 3 years | 39.52 | 46.08 | 86% |
| Returns for 5 years | 29.25 | 31.00 | 94% |
| Returns for 10 years | 76.48 | 119.46 | 64% |
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