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BALCX vs SSIAX
BALCX vs SSIAX Comparison
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BALCX vs SSIAX Comparison Chart in %
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BALCX vs. SSIAX 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 SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. SSIAX (906M). BALCX pays higher dividends than SSIAX: BALCX (1.16) vs SSIAX (0.75). BALCX was incepted earlier than SSIAX: BALCX (25 years) vs SSIAX (34 years). BALCX (1.30) is less costly to investors than SSIAX (0.95). BALCX is a more actively managed with annual turnover of: 50.00 vs. SSIAX (11.00). BALCX has a lower initial minimum investment than SSIAX: BALCX (250) vs SSIAX (1000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. SSIAX (9.34). SSIAX return over 5 years is better than : 32.40 vs. BALCX (29.99).
| BALCX | SSIAX | BALCX / SSIAX | |
| Total Expense Ratio | 1.30 | 0.95 | 137% |
| Annual Report Gross Expense Ratio | 1.30 | 0.95 | 137% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 9.604 | 4.964 | 193% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 906M | 31,236% |
| Annual Yield % from dividends | 1.16 | 0.75 | 154% |
| Returns for 1 year | 11.76 | 9.34 | 126% |
| Returns for 3 years | 41.83 | 45.14 | 93% |
| Returns for 5 years | 29.99 | 32.40 | 93% |
| Returns for 10 years | 74.16 | 112.90 | 66% |
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