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BALCX vs SVBAX
BALCX vs SVBAX Comparison
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BALCX vs SVBAX Comparison Chart in %
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BALCX vs. SVBAX commentary
Aug 24, 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 SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. SVBAX (6.97B). SVBAX pays higher dividends than BALCX: SVBAX (1.44) vs BALCX (1.16). BALCX was incepted earlier than SVBAX: BALCX (25 years) vs SVBAX (34 years). BALCX (1.30) is less costly to investors than SVBAX (1.03). SVBAX is a more actively managed with annual turnover of: 71.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than SVBAX: BALCX (250) vs SVBAX (1000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. SVBAX (8.48). BALCX (29.99) and SVBAX (29.02) have equivalent 5 years return.
| BALCX | SVBAX | BALCX / SVBAX | |
| Total Expense Ratio | 1.30 | 1.02 | 127% |
| Annual Report Gross Expense Ratio | 1.30 | 1.03 | 126% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 9.604 | 11.478 | 84% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 6.97B | 4,063% |
| Annual Yield % from dividends | 1.16 | 1.44 | 80% |
| Returns for 1 year | 11.76 | 8.48 | 139% |
| Returns for 3 years | 41.83 | 39.83 | 105% |
| Returns for 5 years | 29.99 | 29.02 | 103% |
| Returns for 10 years | 74.16 | 96.32 | 77% |
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