BALCX
Price
$40.64
Change
+$0.15 (+0.37%)
Updated
Aug 21 closing price
Net Assets
282.59B
TAAHX
Price
$37.86
Change
+$0.06 (+0.16%)
Updated
Aug 21 closing price
Net Assets
1.53B
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BALCX vs TAAHX

BALCX vs TAAHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. TAAHX (1.53B). TAAHX (1.17) and BALCX (1.16) have matching dividends . BALCX was incepted earlier than TAAHX: BALCX (25 years) vs TAAHX (4 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 : 11.76 vs. TAAHX (6.63).
BALCXTAAHXBALCX / TAAHX
Total Expense Ratio1.301.21107%
Annual Report Gross Expense Ratio1.301.3298%
Fund Existence25 years4 years-
Gain YTD9.6046.080158%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets283B1.53B18,557%
Annual Yield % from dividends1.161.1799%
Returns for 1 year11.766.63177%
Returns for 3 years41.8328.37147%
Returns for 5 years29.99N/A-
Returns for 10 years74.16N/A-
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