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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
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. SVBAX (6.86B). SVBAX pays higher dividends than BALCX: SVBAX (1.44) vs BALCX (1.14). BALCX was incepted earlier than SVBAX: BALCX (26 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 : 5.58 vs. SVBAX (1.76). BALCX return over 5 years is better than : 27.38 vs. SVBAX (25.83).
| BALCX | SVBAX | BALCX / SVBAX | |
| Total Expense Ratio | 1.30 | 1.02 | 127% |
| Annual Report Gross Expense Ratio | 1.30 | 1.03 | 126% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 7.563 | 9.007 | 84% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 6.86B | 4,157% |
| Annual Yield % from dividends | 1.14 | 1.44 | 80% |
| Returns for 1 year | 5.58 | 1.76 | 317% |
| Returns for 3 years | 37.98 | 34.68 | 110% |
| Returns for 5 years | 27.38 | 25.83 | 106% |
| Returns for 10 years | 74.42 | 94.68 | 79% |
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