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BALCX vs SIBLX
BALCX vs SIBLX Comparison
Open Charts BALCX vs SIBLX
BALCX vs SIBLX Comparison Chart in %
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BALCX vs. SIBLX 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 SIBLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. SIBLX (997M). SIBLX pays higher dividends than BALCX: SIBLX (1.47) vs BALCX (1.14). BALCX was incepted earlier than SIBLX: BALCX (26 years) vs SIBLX (19 years). BALCX (1.30) is less costly to investors than SIBLX (0.77). SIBLX is a more actively managed with annual turnover of: 88.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than SIBLX: BALCX (250) vs SIBLX (2500). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. SIBLX (4.14). SIBLX (28.07) and BALCX (27.49) have equivalent 5 years return.
| BALCX | SIBLX | BALCX / SIBLX | |
| Total Expense Ratio | 1.30 | 0.77 | 169% |
| Annual Report Gross Expense Ratio | 1.30 | 0.77 | 169% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 7.959 | 5.445 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 997M | 28,586% |
| Annual Yield % from dividends | 1.14 | 1.47 | 78% |
| Returns for 1 year | 5.86 | 4.14 | 142% |
| Returns for 3 years | 38.31 | 37.65 | 102% |
| Returns for 5 years | 27.49 | 28.07 | 98% |
| Returns for 10 years | 75.19 | 84.13 | 89% |
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