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BALCX vs TAAHX
BALCX vs TAAHX Comparison
Open Charts BALCX vs TAAHX
BALCX vs TAAHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. TAAHX (1.5B). TAAHX (1.15) and BALCX (1.14) have matching dividends . BALCX was incepted earlier than TAAHX: BALCX (26 years) vs TAAHX (5 years). TAAHX (1.32) and BALCX (1.30) have similar cost to investors . BALCX (50.00) and TAAHX (50.00) have comparable annual turnover. TAAHX has a lower initial minimum investment than BALCX: TAAHX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. TAAHX (2.87).
| BALCX | TAAHX | BALCX / TAAHX | |
| Total Expense Ratio | 1.30 | 1.21 | 107% |
| Annual Report Gross Expense Ratio | 1.30 | 1.32 | 98% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 7.959 | 5.240 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.5B | 19,000% |
| Annual Yield % from dividends | 1.14 | 1.15 | 99% |
| Returns for 1 year | 5.86 | 2.87 | 204% |
| Returns for 3 years | 38.31 | 25.55 | 150% |
| Returns for 5 years | 27.49 | N/A | - |
| Returns for 10 years | 75.19 | N/A | - |
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