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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
Jul 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 Buy and SIBLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. SIBLX (1B). SIBLX pays higher dividends than BALCX: SIBLX (1.53) vs BALCX (1.14). BALCX was incepted earlier than SIBLX: BALCX (25 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: 82.00 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 : 11.18 vs. SIBLX (6.97). BALCX return over 5 years is better than : 29.01 vs. SIBLX (27.27).
| BALCX | SIBLX | BALCX / SIBLX | |
| Total Expense Ratio | 1.30 | 0.77 | 169% |
| Annual Report Gross Expense Ratio | 1.30 | 0.77 | 169% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 8.148 | 3.656 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1B | 28,800% |
| Annual Yield % from dividends | 1.14 | 1.53 | 75% |
| Returns for 1 year | 11.18 | 6.97 | 161% |
| Returns for 3 years | 36.57 | 33.52 | 109% |
| Returns for 5 years | 29.01 | 27.27 | 106% |
| Returns for 10 years | 72.74 | 80.08 | 91% |
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