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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
Sep 13, 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 SIBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. SIBAX (76.8M). SIBAX pays higher dividends than BALCX: SIBAX (1.42) vs BALCX (1.14). BALCX was incepted earlier than SIBAX: BALCX (26 years) vs SIBAX (33 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 (19.79). 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 : 5.86 vs. SIBAX (4.49). BALCX return over 5 years is better than : 27.49 vs. SIBAX (25.26).
| BALCX | SIBAX | BALCX / SIBAX | |
| Total Expense Ratio | 1.30 | 0.89 | 146% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 7.959 | 3.576 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 76.8M | 371,094% |
| Annual Yield % from dividends | 1.14 | 1.42 | 81% |
| Returns for 1 year | 5.86 | 4.49 | 131% |
| Returns for 3 years | 38.31 | 45.99 | 83% |
| Returns for 5 years | 27.49 | 25.26 | 109% |
| Returns for 10 years | 75.19 | 118.30 | 64% |
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