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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: 279B vs. TAAHX (1.55B). BALCX (1.16) and TAAHX (1.13) 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 : 16.84 vs. TAAHX (12.04).
| BALCX | TAAHX | BALCX / TAAHX | |
| Total Expense Ratio | 1.30 | 1.21 | 107% |
| Annual Report Gross Expense Ratio | 1.30 | 1.32 | 98% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 9.372 | 5.608 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 1.55B | 17,988% |
| Annual Yield % from dividends | 1.16 | 1.13 | 103% |
| Returns for 1 year | 16.84 | 12.04 | 140% |
| Returns for 3 years | 42.32 | 28.87 | 147% |
| Returns for 5 years | 31.27 | N/A | - |
| Returns for 10 years | 77.17 | N/A | - |
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