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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
Aug 03, 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: 288B vs. SIBAX (77.8M). SIBAX pays higher dividends than BALCX: SIBAX (1.44) vs BALCX (1.16). BALCX was incepted earlier than SIBAX: BALCX (25 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 (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 : 10.48 vs. SIBAX (9.50). BALCX (28.31) and SIBAX (27.74) have equivalent 5 years return.
| 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 | 33 years | - |
| Gain YTD | 7.959 | 4.144 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 77.8M | 370,180% |
| Annual Yield % from dividends | 1.16 | 1.44 | 80% |
| Returns for 1 year | 10.48 | 9.50 | 110% |
| Returns for 3 years | 35.58 | 43.64 | 82% |
| Returns for 5 years | 28.31 | 27.74 | 102% |
| Returns for 10 years | 73.63 | 118.23 | 62% |
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