Interact to see
Advertisement
Advertisement
BALCX vs SVBAX
BALCX vs SVBAX Comparison
Open Charts BALCX vs SVBAX
BALCX vs SVBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. SVBAX 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 SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. SVBAX (6.9B). SVBAX pays higher dividends than BALCX: SVBAX (1.44) vs BALCX (1.14). 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 : 11.18 vs. SVBAX (8.16). SVBAX (29.22) and BALCX (29.01) 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 | 8.148 | 10.243 | 80% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,172% |
| Annual Yield % from dividends | 1.14 | 1.44 | 79% |
| Returns for 1 year | 11.18 | 8.16 | 137% |
| Returns for 3 years | 36.57 | 36.15 | 101% |
| Returns for 5 years | 29.01 | 29.22 | 99% |
| Returns for 10 years | 72.74 | 95.93 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers