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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
Jul 06, 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 Buy 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 (1.70) vs BALCX (1.14). 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 : 12.30 vs. TAMMX (7.33). BALCX return over 5 years is better than : 29.99 vs. TAMMX (15.07).
| 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 | 8.876 | 4.865 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.52B | 18,922% |
| Annual Yield % from dividends | 1.14 | 1.70 | 67% |
| Returns for 1 year | 12.30 | 7.33 | 168% |
| Returns for 3 years | 39.03 | 27.20 | 144% |
| Returns for 5 years | 29.99 | 15.07 | 199% |
| Returns for 10 years | 76.31 | 67.23 | 114% |
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