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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 04, 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 (6.92B). 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 : 10.48 vs. SVBAX (7.65). SVBAX (29.15) and BALCX (28.31) 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 | 7.959 | 10.517 | 76% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.92B | 4,164% |
| Annual Yield % from dividends | 1.16 | 1.44 | 80% |
| Returns for 1 year | 10.48 | 7.65 | 137% |
| Returns for 3 years | 35.58 | 35.13 | 101% |
| Returns for 5 years | 28.31 | 29.15 | 97% |
| Returns for 10 years | 73.63 | 97.16 | 76% |
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