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BALCX vs SVBIX
BALCX vs SVBIX Comparison
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BALCX vs SVBIX Comparison Chart in %
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BALCX vs. SVBIX commentary
Jul 22, 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 SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. SVBIX (6.84B). SVBIX pays higher dividends than BALCX: SVBIX (1.70) vs BALCX (1.14). BALCX was incepted earlier than SVBIX: BALCX (25 years) vs SVBIX (24 years). BALCX (1.30) is less costly to investors than SVBIX (0.73). SVBIX is a more actively managed with annual turnover of: 71.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than SVBIX: BALCX (250) vs SVBIX (250000). BALCX annual gain was more profitable for investors over the last year : 10.37 vs. SVBIX (7.37). SVBIX (30.01) and BALCX (28.64) have equivalent 5 years return.
| BALCX | SVBIX | BALCX / SVBIX | |
| Total Expense Ratio | 1.30 | 0.72 | 181% |
| Annual Report Gross Expense Ratio | 1.30 | 0.73 | 178% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 7.447 | 9.457 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.84B | 4,209% |
| Annual Yield % from dividends | 1.14 | 1.70 | 67% |
| Returns for 1 year | 10.37 | 7.37 | 141% |
| Returns for 3 years | 35.28 | 35.30 | 100% |
| Returns for 5 years | 28.64 | 30.01 | 95% |
| Returns for 10 years | 71.35 | 97.92 | 73% |
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