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BALCX vs TAMMX
BALCX vs TAMMX Comparison
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BALCX vs TAMMX Comparison Chart in %
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BALCX vs. TAMMX commentary
Jun 14, 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 TAMMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TAMMX (1.52B). TAMMX pays higher dividends than BALCX: TAMMX (1.64) vs BALCX (1.16). BALCX was incepted earlier than TAMMX: BALCX (25 years) vs TAMMX (11 years). BALCX (1.30) is less costly to investors than TAMMX (0.64). BALCX (50.00) and TAMMX (50.00) have comparable annual turnover. TAMMX has a lower initial minimum investment than BALCX: TAMMX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 14.02 vs. TAMMX (9.11). BALCX return over 5 years is better than : 29.25 vs. TAMMX (16.49).
| BALCX | TAMMX | BALCX / TAMMX | |
| Total Expense Ratio | 1.30 | 0.64 | 203% |
| Annual Report Gross Expense Ratio | 1.30 | 0.64 | 203% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 8.321 | 4.198 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.52B | 18,910% |
| Annual Yield % from dividends | 1.16 | 1.64 | 71% |
| Returns for 1 year | 14.02 | 9.11 | 154% |
| Returns for 3 years | 39.52 | 28.13 | 141% |
| Returns for 5 years | 29.25 | 16.49 | 177% |
| Returns for 10 years | 76.48 | 67.06 | 114% |
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