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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 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. SIBAX (78.1M). 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 : 11.76 vs. SIBAX (10.33). BALCX return over 5 years is better than : 29.99 vs. SIBAX (27.96).
| 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 | 9.604 | 5.153 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 78.1M | 362,356% |
| Annual Yield % from dividends | 1.16 | 1.44 | 80% |
| Returns for 1 year | 11.76 | 10.33 | 114% |
| Returns for 3 years | 41.83 | 50.10 | 84% |
| Returns for 5 years | 29.99 | 27.96 | 107% |
| Returns for 10 years | 74.16 | 117.01 | 63% |
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